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IRAs: The best way to give, dead or alive
The most recent compilation by the Investment Company Institute in 2009 found that Americans hold more than $215 Billion in their retirement savings in IRAs. Of this total, more is held in Traditional...
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Leaving a legacy in 2011 and beyond
Have you ever been nagged by the question at this time of year, “What did I accomplish?” As we approach the end of 2011, we look back and consider what we have done and what still needs to be done....
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In honor of our fathers’ heritage
As members of the human race, we all share the fact that we have a father and mother. This coming Sunday, Americans remember their fathers on Father’s Day, often with a greeting card or maybe a family...
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Preparing the Way for your family
Just about everybody knows that he or she should visit an attorney for basic estate planning documents. Here we assume that you have done the basics to obtain a will and/or trust, a power of attorney...
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The new tax law and charitable giving: Much more than ‘avoiding the fiscal...
The most prominent headlines regarding the new tax law focused on the so-called “fiscal cliff” which was avoided by Congress’s passage of new legislation on January 1, 2013. Even though the impact of...
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Preparing the Way for Your Family
Unfortunately too many surviving family members express thoughts after the death of a loved one like, “I wish s/he had done some planning. We don’t know who is supposed to get what, whether s/he even...
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Anybody for saving taxes – And doing good at the same time?
Since 2006, hundreds of Diocesan donors have saved quite a bit of money and made their pastors and other church leaders happy too. Incredibly, 200 to 300 of our donors take advantage of this...
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Serra Clubs work behind the scenes, promoting, supporting vocations
Serrans, at the Poker table at the annual Priests and Seminarians Appreciation Day. (photo courtesy Dick Shaw) By Marty Denzer Catholic Key Reporter KANSAS CITY —The year 2015 is a banner year for...
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Resolve doubts and move on
As a boy at this time of year, our large family eagerly anticipated the smells of cookies, pies, dressing and once-a-year large meals that filled the air. The special family time always prepared us...
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Donors I have known
Since June 2002, my job of Planned Giving Director has allowed me to interact with literally thousands of donors to encourage “ultimate gifts.” These gifts are more than writing a check or raising...
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