Planning Matters Fall 2018

In a world where change is rapid and constant, it can be difficult to focus on the long game. But it stands true to say that each of us holds an opportunity to make an impact – during our...
Dear Friends,
In contemplating the notion and impact of legacy, there are several pivotal moments in our city that come to mind - times when an individual or family was bold enough to say, 'Why not?' to some of our community's greatest needs.
An Estate Planning Checklist
Almost everyone feels better with a plan. It is not too complicated to complete your estate plan and achieve peace of mind. It is comforting to know when you have organized your life and your plans in a way that provides for and protects your loved ones.
Request Your Complimentary Your Copy Of The Legacy Spectrum
The Legacy Spectrum is a valuable guidebook and includes: Stories of real families who have crafted Legacy Plans that give meaning to the money they have worked years to accumulate. Worksheets and letters to guide you through the Legacy decision-making process.
Tax Reform and Charitable Giving
The Tax Cuts and Jobs Act passed in December 2017 was the most significant tax legislation passed since 1986. Tax rates for individuals and corporations were lowered, the standard deduction was raised, certain itemized deductions were reduced or repealed, and the estate tax exemption was doubled.
Join The Heritage Society
We invite you to join The Heritage Society if you have made a commitment to support UT Southwestern through a gift in your will or other planned gift.
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