In This Issue—Fall 2023

• Decades-Long History at RUSH Copley Leads to Generous Gift
• 3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning
• Impact of Inflation on Tax Brackets and the Standard Deduction
• Qualified Charitable Distributions
• SECURE 2.0 and Its Impact on Your Year-End Planning
• It’s a Great Time to Consider a Charitable Gift Annuity
• It’s Time to Update Your Estate Plan

It's Time to Update Your Estate Plan

Financial advisers often emphasize the importance of regularly updating your estate plan to reflect changes in your financial and family circumstances. If it has been years since you completed yours, it is likely that your family circumstances may be different. For example, changes such as the arrival of grandchildren, marital changes and health challenges may not have been considered when you originally put it together. All can be thoughtfully addressed when you review and update your estate plan. If you included charitable gifts in your estate plan, you can ensure they will be used for a purpose most compelling to you and according to your wishes. Learn more by contacting Alex Pope, vice president of philanthropy and community engagement, at (630) 978-4946 or alexander_f_pope@rush.edu.