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  Home >> MRMC >> McLeod Foundation >> Gift and Legacy Planning  
  McLeod Foundation Gift and Legacy Planning

 
  Articles of Interest Written by PAC Members  
 

 

TOD Agreement Can Reduce Hassles for Heirs
Wendell E. Jones, Jr., CFP
Edward Jones Investments
December, 2011
Click Here

Have Your Parents Made Their Financial Plans?
Wendell E. Jones, Jr., CFP
Edward Jones Investments
August, 2011
Click Here

O Death Tax, Death Tax, wherefore art thou Death Tax?
John M. Scott III, J.D., LLM.
Turner Padget Graham & Laney P.A.
April, 2010
Click Here

Trusts: Not Just for the Wealthy Anymore
by Frank J. "Buddy" Brand, II
Stifel, Nicolaus & Company
May 2009
Click Here

Why Long Term Care Insurance Makes Sense
by Carl G. "Jay" Campbell
Cormell-Streett and Patterson
June 2009
Click Here

Do You Have a Taxable Estate?
by Daniel G. Hart Turner
Padget Graham & Laney, P.A.
June 2009
Click Here

 

 

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Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. You may also contact a member of the Professional Advisory Council. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for McLeod Health Foundation and is owned by Future Focus. Please report any problems to webmaster.
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