Flash! News from the Pomona Plan

Dusting Off the Old Charitable Remainder Trust
(Fall 2013, PDF 308k)

Daring to Create a Legacy
(Summer 2013, PDF 205k)

Planning After the Fiscal Cliff Legislation
(Spring 2013, PDF 351k)

Does a charitable gift annuity make tax sense for you?
(Fall 2012, PDF 636k)

Ensuring Our Longevity
(Summer 2012, PDF 500k)

The Future of the Federal Estate Tax May Be Uncertain, but Your Future Can Be Planned
(Spring 2012, PDF 459k)

The Current Economy Creates Great Opportunities
(Winter 2011, PDF 451k)

Have a Trust But Don't Need the Income?
(Fall 2011, PDF 307k)

3 Powerful Strategies for Your Financial and Estate Plans
(Summer 2011, PDF 307k)

Gift Calculator

Estimate your benefits
based on your situation

Common Estate Planning Mistakes
(Spring 2014, PDF 203k)

About the Flash! Newsletter:

The Flash! Newsletter is primarily informative in nature and is provided as a service to alumni and friends of Pomona College. Each newsletter discusses the current economic and tax environment with an objective of educating and providing suggested solutions for readers. The topics treated center on estate and retirement planning, and related tax issues. We produce print, e-mail, and online .pdf versions four times per year (Spring, Summer, Fall, & End of Year). If you would like to receive print or e-mail versions of the Flash! Newsletter, you may email pomonaplan@pomona.edu with your information

You may learn more about estate planning options with Pomona College and use our free online calculator here.