Monthly Archives: March 1996

What’s Wrong With This Gift?

Egbert Entrepreneur, age 58, responds to a solicitation in Charity’s newsletter which reads: “Save Big Taxes — Let Us Plan the Disposition of Your Retirement Benefits for You!” Egbert explains to Peter Grasping Oglethorpe, who is Charity’s PGO, that and acquaintance lent him a copy of the newsletter at a recent cocktail party. He says […]