Page 83 - 547788_Sun City_Flipbook
P. 83

HAVE SECURITY. HELP OTHERS.                                                                                                     focus on > Finances, Insurance & Real Estate

Give a gift that will bring
a lifetime of benefits.

When you make a gift annuity to Scott & White Healthcare,
you will receive fixed income for life and a charitable income
tax deduction. After your lifetime, the balance goes to
support the mission of Scott & White Healthcare.

Just a few of the possible advantages you’ll enjoy:

• Secure fixed income for life     • Portion of income tax-free
• Higher income based on age      • Professional management
• Charitable deduction/
                                   of assets
 tax savings                      • Remainder to Scott & White
• Bypass of capital gain on gift
                                   Healthcare Foundation

If you are interested in learning more about this easy, tax-smart gift,
visit swlegacy.org or give us a call and we can help instruct you.

Contact Brian T. Hervey, CFRE, Vice President of Development
800-293-4483 | [email protected]

Consult your attorney or tax advisor before making a decision.

                                                                THE WIEWEL LAW FIRM

                                                               Brad Wiewel - Board Certified, Estate Planning and Probate Law,
                                                                             Texas Board of Legal Specialization.

                                                                    Estate Planning with a Sun City Focus

                                                                         Wills • Trusts • Asset Protection
                                                                   Elder Law • Probate • Trust Administration

                                                                                Call

                                                                          869-1435

                                                                             By Appointment Only

                                                                          1618 Williams Drive
                                                                             Georgetown, TX

                                                                         TexasTrustLaw.com

ONLINE: SCTEXAS.ORG                                                      JUNE 2015 SUNRAYS | 81
   78   79   80   81   82   83   84   85   86   87   88