PLANNED GIVING

More and more people are taking advantage of the many gift-planning options available today. These include bequests by will, revocable trusts, charitable trusts, gifts of securities and real estate, in-kind gifts, endowment giving and other possibilities.

Mountain States Foundation wants to help you make a good gift better. We can assist you in finding the best gift plan, explain the various options and provide tailor-made illustrations. We will be sensitive to your financial needs and objectives, and always protect your confidentiality.

Washington News

Payroll Tax Cut Extended

On February 17, the House and Senate both passed the Middle Class Tax Relief and Job Creation Act of 2012 (H.R. 3630). The 2% payroll tax cut was extended for the full year and compromises were made...
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Donor Story

Capital Gains Tax Bypassed

Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....
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Personal Planner

Irrevocable Life Insurance Trust (ILIT)

Protection With a Less-Than-Perfect Family Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I...
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Savvy Living

Help Prevent Elder Abuse

"Can you write a column on the shameful crime of elder abuse? I've worked for Adult Protective Services for many years and it seems like this ongoing problem doesn't get enough attention." I...
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