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Free –
Your 2008 Personal Planning
Guide
John Shostak
Feb.
25, 2008
Have
you received your copy of
Your 2008 Personal Planning
Guide? It’s a free
publication from the KFB
Foundations and it can provide
you with a quick way to rate the
effectiveness of your current
estate plan using a simple
scoring and rating system. Add
up your score and rate yourself
on the plans you have made for
transferring your estate and
protecting your beneficiaries’
security. This practical guide
folds into a convenient
pocket-sized brochure and
contains the latest information
you need to start developing
your personal estate plan.
With
respect to scoring and rating
your personal estate plan, the
following topics are covered:
■
Will/Living Trust
■
Life
Insurance
■
Health Care Decisions
■
Disability
■
Special Beneficiaries
■
Net
Worth
■
Charitable Organizations
In
addition, Your 2008 Personal
Planning Guide includes
ideas and strategies on the
following:
■
Estate Planning
■
Estate and Gift Taxes
■
Gifts from Your Estate
■
Income Tax Planning
■
Investments and Retirement
■
Charitable Gift Planning
As
an added bonus, Your 2008
Personal Planning Guide
includes tax-smart ideas that
can stretch your support for
charitable organizations such as
the KFB Foundations:
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How giving
securities instead of cash
can magnify your support for
charitable organizations.
-
How making a
large gift, receiving a
partial deduction but
keeping lifetime income may
be a way fro you to make a
gift of significance today
yet reserving income for
yourself or others.
-
If you own a
closely held business, you
may have “two pockets” from
which to give.
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How making
“temporary” gifts of cash or
income-producing assets can
reduce income taxes and
future gift taxes, estate
taxes and
generation-skipping transfer
taxes.
To
get a free copy of Your 2008
Personal Planning Guide,
simply call 1-866-506-0991,
email your request to
shostakj@kfb.org or write to
John Shostak, Director, The KFB
Foundation for Agriculture, 2627
KFB Plaza, Manhattan, KS 66503
This information is not intended
as legal advice. Consult your
professional advisors.
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