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

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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.
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For 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
UA Home | Office of University Advancement | Giving Opportunities
Copyright © 2008 RFSCO, All Rights Reserved | Disclaimer | Contact: webmaster@ur.ua.edu
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. |