Pennock Foundation

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"We make a living by what we get. We make a life by what we give."-Winston Churchill

Pennock Foundation Resources

Our Pennock Foundation publications and resources are prepared exclusively for the information of our friends and donors. Its purpose is to point out current tax developments which may be helpful in your tax, financial, and estate planning needs. This material is based on recent court decisions and current laws and regulations. You should, of course, consult your own legal, tax or financial planner as to the applicability of any item to your own situation.

 

Annual Giving Letter

 

 

Pennock Promise

 

Pennock Promise Summer 2012
Read about not letting a Good Estate Plan Go Bad, Post Graduate Lessons, and Is Early Retirment in Your Future?

Pennock Promise Spring 2011
Pennock Announces Dialysis Services Coming to Barry County, New Tax Legislation, IRA Gifts Back For Another Year, and Are Wills Obsolete?

Pennock Promise Summer 2010
Read about It's The Right Age, Making Lemonade Out Of Lemons, and Where Records Are Concerned; What to Keep and What to Pitch.

 

 

Estate Planning and Trusts

 

Planning Your Bequests 2013
Read about the Will Planning to Meet your Objectives, Bequests that provide Philanthropic Support and Save Taxes, and what you should do with your 'Tax-Burdened' Assets.

Estate Planning Under the New Rules 2012
Read about the Estate Planning Rules, Death and Taxes in 2011 and 2012, Lifetime Gifts, Legacies For A Better World, and so much more!

Stop Your Estate From Shrinking
Read about Strategies to Curb Estate Shrinkage, Minimize Federal Estate Taxes, Minimize State Transfer Taxes, and Learn About Charitable Bequests.

Trusts For Family and Society
Read about the Advantages of Lifetime Trusts, Income Tax Deductions, Gifts of Appreciated Property, Taxation of Beneficiaries, Benefits of a Charitable "Loan," and so much more!