Charitable gift annuities have been one of the most popular charitable life income plans for donors, but offering and managing gift annuities has been challenging in the last few years. This session will review the basic requirements of charitable gift annuities; research findings; tax consequences ...
Private Financing Products– There are LTC products that you can purchase with existing assets that can help cover your costs. By doing so, you transfer the cost and risk to the insurer. There are different types of LTC products such as LTC insurance, annuities, reverse mortgages, trusts, lif...
Everything You Need to Know About the COVID-19 CARES Act On Wednesday, March 25, 2020, the U.S. Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, delivering a massive influx of cash for individual Americans, businesses and health care facilities reeling from the...
To file K-1 Visa Income Requirements, you need to compile your income information for the past year and submit it to the USCIS. You will need to provide your Adjusted Gross Income (AGI) as well as your total income. The USCIS will use this information to determine if you meet the K-...
The upside to this is that no matter how expensive it is, you can have some peace of mind knowing the PCT patent application gives you extra time, and it is relatively affordable to file. Even after filing your US patent application, you need to make sure that you have invented something...
Each year, go through the book and make any changes that you need to. Print off additional sheets if the current ones are full or the changes are that significant. It is important to keep the book as up to date as possible as you never know when you will need some of that ...
There are at least 15 reasons why some people shouldn’t buy an annuity. If you’ve done much research on the subject, you’re probably already aware of a few of them. But you also need to know that annuities serve very specific purposes, and if you happen to fall into one ...
You don't just want a bathroom deodorizer, you need it. You don't just want a pet rock, you need it — your life would be a barren wasteland without it. The third principle of advertising is to tell lies just this side of felony prosecution. Advertisers learn how to walk the ...
about 30 minutes, you’ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. Suze brings over 40 years of experience to help you be more and therefore have more. If you don’t have the money you want in ...
Our high-net-worth customers are enjoying the expansion of M&I Private Bank, through an integrated banking team, unique products, and the financial advice they need to manage complex accounts. We continue to expand our Private Bank offerings throughout the M&I system. And all of our ...