Have You Tested Your Knowledge of the New Federal Tax Law?
The most extensive federal tax reduction in a generation was enacted
by Congress last May and is now in effect. The result is that most
Americans will soon find that they have increased income and assets,
and more freedom to manage them. Now is the time to take full advantage
of these new opportunities. Also, pre-existing plans may need to
If you cannot check each of the following boxes, you may wish to
consult your appropriate advisers to ensure that your financial
plans are up-to-date.
I know how much tax will be owed by my estate under the new law.
I know whether my state of residence will tax my estate or not.
I am aware of how my retirement plan will be taxed.
I have reviewed my life insurance in light of the new tax law changes.
As you and your advisers review, revise and make new plans, consider
Samford University. Samford's existence today is the result of careful
and successful planning by alumni and friends who have provided
resources and by the University serving as a good steward of those
For a free copy of Charitable Giving After the 2001 Tax Act, or
for additional information about charitable gift planning opportunities,
please contact the Office of Gift and Estate Planning, Samford University,
Birmingham, AL 35229. Call toll-free 1-877-SU-ALUMS or (205) 726-2366.