Frontier Society Luncheon 2009 Highlights:

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Jim Dawson, Vice President for Gift Planning

Check Out Our Monthly Feature Articles:

Leaving a Legacy: Pat Venable Jungmeyer
Pat Venable Jungmeyer didn't know that when she inherited Boy Scout books and materials from her father-in-law it would lead to sizable gift to CSU. With the help of a local company that sells items on eBay, she is leaving a legacy to benefit the university and students. More

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More

5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More

What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More

Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More

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The Ozzello Family

The Ozzello Family

Gary Ozzello's 30 year association with Colorado State University has impacted his life so profoundly he took steps to ensure he repaid the favor. Gary knew he wanted to make a substantial gift to the University but not having the immediate capability to do so prompted some creative thinking...

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