June 2012

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features that cover these important but often neglected topics. We hope it will be a useful resource for you.

Aloha Luncheon

   Bodhinatha, spiritual head of Kauai's Hindu Monastery, publisher of the international magazine Hinduism Today and a key figure in today's ongoing Hindu renaissance, will present the fascinating progress that has been taking place on the hand-carved granite San Marga Iraivan Temple, news from Hindu Heritage Endowment, the latest issues addressed by Hinduism Today and the many other activities that have been taking place at Kauai's Hindu Monastery. At the end of this free vegetarian luncheon, there will be an opportunity for you to personally meet with Bodhinatha and share your questions, thoughts and inspirations with him. Your presence is anticipated, and we look forward to seeing you there. Om shanti!

Attendance via RSVP only!

     Saturday, September 22, 2012                    10:00am ~ 1:00pm 

Dinah's Garden Hotel & Trader Vic's (conference room) 
4261 El Camino Real, Palo Alto, CA

www.dinahshotel.com * 800-227-8220

Space is limited. Please  RSVP  by August 8, 2012 with your name and the number of members in your party.

When the State Makes Decisions for You

What do Abraham Lincoln, Princess Diana, John F. Kennedy Jr. and Payne Stewart have in common? All are examples of lives that ended prematurely and without warning. Their tragedies serve as reminders to everyone that it is never too early to plan. More...

Inheritance: What You Need to Know

My wife contends that she can inherit my retirement plan assets tax-free upon my death. I'm not so sure. Who's right? More...

When Is the Best Time to Give?

Not all gifts are created equal when it comes to timing. Many can be established at any time in your life for good effect. But with certain gift types, the most advantageous tax benefits will result from making the gift either before or after retirement. More...

Remembering Why We Help Others

Has giving lost its luster? It's time to get back to the basics! When you focus on why you give and what your gift can help accomplish, you may just find yourself exhilarated at the thought of making a donation. More...