Ethics CLE Invitation and Giving Tips

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SAVE THE DATE!
17TH ANNUAL ADVISOR SEMINAR!

Friday, May 8th, 2020
    
Mark your calendars!
Save the Date for the 2020 Advisor Seminar on May 8, 2020, from 8:30 AM – 12:00 PM, brought to you by the Community Foundation of Louisville and the Community Foundation of Southern Indiana. This year’s speakers will be Stephanie Loomis-Price, Shareholder and Co-Chair of Fiduciary Litigation at Winstead PC and Benetta Park, Managing Director and Wealth Advisor with J.P. Morgan Private Bank. Location and other details to follow.
 
Date: May 8, 2020
Time: 8:30 am – 12:00 pm
 
This event is hosted by the Community Foundation of Louisville and the Community Foundation of Southern Indiana. This event is sponsored by Wyatt, Tarrant, & Combs, LLC and MCM CPA’s and Advisors.

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GIFT PLANNING TIPS

Valuable Resources for You and Your Clients

SECURE Act Alters Retirement Landscape
The SECURE Act, included in the year-end appropriations bill, should prompt clients to review beneficiary designations on their qualified retirement accounts . . . more

New Year, New Gift Annuity Rates
The American Council on Gift Annuities announced new recommended rates in November 2019 to take effect January 1 . . . more

Putting Charity in a Living Trust
In addition to the other advantages of revocable living trusts, they offer a variety of ways to make gifts to charity . . . more

Charitable Gift Ideas to Consider in 2020
Charitable gift annuities offer a variety of advantages for clients . . . more  

Content courtesy of R&R Newkirk

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ADVISOR CORNER

Helpful Tips from the
Southern Indiana Estate Planing Council  

Alert to Caregivers of Dependents with Special Needs: You May Need to Change the Beneficiaries of Your Life Insurance, Annuities, IRAs or Other Retirement Accounts 

Provided By: Larry Ricke, CLU, ChFC
Chartered Financial Consultant Special Needs Planner

The process of planning for a dependent with special needs involves developing a total plan to provide for the dependent’s lifetime care. Ownership of assets must be coordinated with legal documents (such as trusts, wills and beneficiary designations) to avoid the loss or reduction of any government or other benefits for which the dependent may be eligible.

Assets can pass from one individual to… continue reading the article…