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Washington State University
CAS Connect March 2014

You can make a lasting difference to WSU

middle-aged couple closeupOne task that might be on your to-do list (but not necessarily at the top) is ensuring that your loved ones and your assets are protected by documenting your intentions in a Will or Living Trust. The good news is that it is never too soon to start working on your estate plan, and it can be affordably and easily updated as your priorities change.

Gifts of all sizes are important to WSU and the College of Arts and Sciences. Donations enhance the quality of students’ educational experiences and support important research and scholarship. One way you can give is through your estate plan.

The following articles explain various options and aspects of estate planning to you to help you achieve your goals.

Estate planning essentials for 40- and 50-somethings

With growing children, aging parents and a busy schedule, finding time to plan for the future can be a challenge. However, now is the time to ensure that your estate and financial plans accurately reflect your priorities. If you don’t have an estate plan yet, don’t put it off any longer. If you do, ensure that it is up-to-date by reviewing these seven estate planning essentials.

4 common estate planning mistakes

Even the most up-to-date plan may have undesired consequences if it’s not put together carefully. Beware these common flaws.

Make a difference without using cash

These gifts can be especially attractive when you’re concerned about preserving your own financial security.

Everything you need to know for 2014 tax planning

senior couple on bicycleIt may seem like you have all the time in the world before you need to start thinking about 2014 taxes, but it is never too early to get organized and have a plan. The sooner you understand your income tax situation for 2014, the sooner you can address your tax liabilities. By investing a little time now, you may be able to save big later. Some key tax provisions to keep in mind for 2014.

While you review your estate plan to ensure it’s accurate and best reflects your wishes, you may want to consider including a gift to Washington State University in your plans. A gift in your will is a simple and flexible way to support our important work while still providing for your loved ones. Contact Valoree Gregory, CAS director of development, at 509-335-4556 or vgregory@wsu.edu; or Mike Connell, WSU Foundation director of gift planning, at 509-335-5865 or connell@wsu.edu.