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Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.Joe: Anna and I believe The Village at Incarnate Word is truly helping others. It is important to us to partner with them to make a difference....

Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan. Joanne thought that was a great idea. In fact, she had been thinking about meeting with her attorney to discuss how she...

After working for decades as a pediatrician in a small town, Patricia is ready to retire. Patricia has enough saved for retirement, but she is concerned about the impact a drop in the stock market would have on her retirement savings.Patricia: While I was working, I...

Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.Over the years, development from town has moved toward the...

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising. Now with retirement...

Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home. Over the years, Clara's stock has increased in value.Clara: While the stock has gone up in value, I am concerned about...

Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years. They wanted to make certain the charity's programs continued even after they were gone.Pat: We appreciated the organization's work. We hoped to register our commitment and support...

Gene and Carol purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. This sale would require that Gene and Carol sell their stock, subjecting them...

Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.When Mary was a child, the farm was out in the country. Now that the city has grown, the farm is within the city limits. Several developers...

Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.Miranda's grandson came often to visit and help with chores around the house. On one...