The Crimson Legacy - Treasuring the Traditions, Securing the Future
 

A newsletter for our alumni and friends providing financial and charitable planning ideas.


The University of Alabama

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Volume 11, Issue 1

In This Issue ...

Planning a Rewarding Future — With change a part of everyday life, careful planning is needed now more than ever to preserve the assets you may have worked a lifetime to acquire. Fortunately, more options exist today to help make it possible to provide for a healthy financial future.

What to Expect From a Will — The last will and testament is by far the most familiar method used to determine the future distribution of one’s property. But it’s important to realize what a will can do, and what it should not be expected to do.

The Living Trust: Partner to a Will — In recent years, the revocable living trust has become a common means of transferring property between generations.

University Like Family to Harry Kaup — It must have been fate that led Harry Kaup to the University of Alabama some 70 years ago. Already enrolled in another school, Mr. Kaup was on a cross-country road trip when his bus made a brief, unscheduled stop in Tuscaloosa.


Group PictureFor more information, please contact our planned giving staff: (from left to right) Butch Hughes, Anna Gresham, Allison Leitner, Lisa Pritchett, Phil Adcock and Cynthia Johnson

The University of Alabama
Office of University Advancement
P.O. Box 870122, Tuscaloosa, AL 35487-0122
(205) 348-4767 | (888) 875-4438 toll free
mailbox@advancement.ua.edu

 

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The purpose of this publication is to provide general gift, estate, and financial planning information. It is not intended as legal, accounting, or ot professional advice. For assistance in planning charitable gifts with tax and ot financial implications, the services of appropriate advisors should be obtained. Consult with an attorney for advice if your plans require revision of a will or ot legal document. Tax deductions vary based on applicable federal discount rates, which can change on a monthly basis. Some opportunities may not be available in all states.