Before you start your spring break travels, make sure you take time to have everything in order by updating or creating your will. We are here to help and provide any estate planning resources you may need.

We look forward to helping you plan for your future!

       


 
 
 
Personal Planner
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. Read More
 
Savvy Living
Driving Safely with Dementia and Knowing When to Quit
Is it safe for seniors with dementia to drive? If so, when should they stop? My dad has early-stage Alzheimer's disease but still drives himself around town just fine. Read More
 
Your Plan
Change Your Beneficiary, Change a Life
Linda Biel believes that supporting Texas A&M through the Foundation is an obvious (and simple) option to consider when making estate plans. Read More
 
Washington News
Obamas and Bidens Publish 2014 Tax Returns
Each year President Obama and Vice President Biden publish their tax returns. For 2014 President and Mrs. Obama paid $93,362 in federal tax on total income of $477,383. The tax rate is approximately 19.6% of their income. Read More
 
Finances
Stocks - Intel Reports Flat Earnings Read More
Bonds - Bond Yields Fall after CPI Report Read More
CDs and Mortgages - Interest Rates Remain Steady Read More

 

If we can be of further assistance to you or your clients, or if you would like more information about planning a gift to benefit Texas A&M, please contact us at 800-392-3310 or visit our website at www.txamfoundation.com/plan.

To access our charitable giving and tax information service - Gift Law Pro - or utilize our planned giving calculators, please click here. Thank you for your interest in gift planning and Texas A&M. As always, we are here to assist you and your clients.

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Glenn Pittsford '72, Vice President for Gift Planning
Will Fusselman '95, Senior Gift Planning Officer
Angela Throne '03, Gift Planning Officer
Mark Matthews '80, Gift Planning Officer
Mark Browning '88, Gift Planning Officer
Gina Jett '79, Gift Planning Stewardship Officer
Carrie Keller '99, Gift Planning Assistant
Megan Fenoglio '13, Gift Planning Assistant


Texas A&M Foundation
gpittsford@txamfoundation.com; ckeller@txamfoundation.com
800-392-3310
979-845-8161 (locally in College Station
)


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