GiftLegacy eNewsletter February 15, 2015

As a supporter of the American Institute of Physics (AIP) and our work to promote science, we are pleased to share with you GiftLegacy, our bi-weekly eNewsletter on personal finances and planned giving. We hope that it will become a valuable resource for you and your family, providing the latest news from Washington, DC that may affect your financial outlook, in addition to features like Savvy Living, Personal Planning and engaging gift stories. Enjoy, Richee-Lori Smith Chief Development Officer (301) 209-3006 development@aip.org     PERSONAL PLANNER Irrevocable Life Insurance Trust (ILIT) Protection With a Less-Than-Perfect Family. Susan and Steve had been talking to their tax attorney Elizabeth about plans for their family. Read More   SAVVY LIVING How to Make Your Bathroom Safer What tips do you recommend for making a bathroom safer and more functional for seniors? My 79-year-old mother slipped and fell getting out of the shower last month and I’d like to add some safety features to her bathroom to help protect her. Read More   YOUR PLAN Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision. Read More   WASHINGTON NEWS IRS “Dirty Dozen” Tax Scams On February 9 the IRS published IR-2015-26 and listed all 12 of the “Dirty Dozen” tax scams for 2015. IRS Commissioner John Koskinen noted that the list highlights two items – phone scams and email “phishing” attempts. Read More   FINANCES Stocks - Pepsi's Quarter Pops Read More Bonds - Bonds Rise on Economic News Read More CDs and Mortgages - Interest Rates Move Higher Read More The American Institute of Physics (AIP) is committed to the preservation of physics for future generations, the success of physics students both in the classroom and professionally, and the promotion of a more scientifically literate society. From the work of our History Center and Niels Bohr Library & Archives, to the scholarship and internship programs of Sigma Pi Sigma, the physics honors society, and the Society of Physics Students, to the advocacy work of our government relations division and the crucial work of the Statistical Research Center, AIP works on behalf of the entire physics community. While AIP is the institution that carries out these programs, our work would not be possible without the generosity of our donors, like you. Thank you for your interest in supporting the American Institute of Physics. To access any of our resources, please go to aipgift.org.