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Securing the Future Today
Why put off until tomorrow what can be done today? This is a philosophy that Kay Chafey has lived by her entire life.
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Planning for the Future
Christy (Baldner) Castronovo, '95 SpCm, knows about planning for the future. As a financial representative for a leading insurance company, she helps...
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Edith Sanks, A Gift Annuity in Support of Nursing
In August, 2010, the Bozeman community and the MSU College of Nursing lost a great supporter and advocate. In addition to her family, Edith Sanks had two...
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Unsung Hero of Aerospace Engineering Leaves MSU $1 Million
Having helped build bombers for World War II, missiles for the Cold War and the rockets that helped send astronauts to the moon, Lysle Wood left his alma...
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Engineering Legacy
Charles Clifford "Cap" Collins, a native of Gardiner, Montana, graduated in 1952 with a Bachelor of Science in Electrical Engineering and earned his Masters in 1958...
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Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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Tax-Free Sale
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Property Turns Into Income
Miranda lived in the family home where she and her husband had raised their children. After her husband passed, Miranda found it increasingly difficult to care for her home.
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Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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