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  5. Financial Guideline 2022

Financial Guidelines 2022

Written by American Heart Association editorial staff and reviewed by science and medicine advisers. See our editorial policies and staff.

Last Reviewed: Sep 26, 2022

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  • Wills, Trusts and Annuities

  • 5 Reasons to Keep Your Resolutions

  • 2022 Financial Guidelines

  • 2022 Personal Illustration Form

  • 2023 Heckerling Highlights

  • Answers to Your Questions

  • Answers to Your Will Planning Questions

  • Balancing Family and Charitable Legacies

  • Beneficiary Designations

  • Benefits of Real Estate Gifts

  • Charitable Giving to a Donor Advised Fund

  • Charitable Tax Guide

  • Client Relationships Enhanced

  • Confidential Survey

  • Deciding between Foundation and DAF

  • Deferred Gifts That Bring Great Comfort Today

  • Designate Your Beneficiaries

  • Donor Friendly Alternatives

  • Easy Techniques to Help Clients

  • Empower Your Clients

  • Enhance Client Relationships

  • Gift Options for Tax Savvy Charitable Planning

  • Give a Gift That Lasts a Lifetime

  • Healthy & Wealthy New Year

  • Heart Month 2023

  • Heckerling Highlights 2023

  • Help Clients Rebalance Their Portfolios

  • Help your clients "DECIDE".

  • Helping Clients to Decide

  • Helping Clients with Inherited Mineral Interests

  • Helping Develop Your Clients' Charitable Plans

  • High Impact Giving Opportunities

  • How to Help Clients Decide

  • Impact of COVID on Estate Planning

  • It's Your Will Your Way

  • Join the Professional Advisor Network Now!

  • Learn How to Increase Your Income Now

  • Leave a Lasting Legacy

  • Looking for More Information

  • Make a Difference & Reduce Your Tax Burden

  • Make the Most of Your Money

  • Make Your Clients Goals a Reality

  • ​New Rates Increase!

  • ​One Account. Unlimited Growth.

  • Personal Illustration Form 2022

  • Planning Resources for Clients

  • Planning Resources to Help Clients

  • Are private foundations still the best solution for your clients?

  • Problem Solving Resources

  • Real Benefits with Real Estate Gifts

  • Real Estate Gift

  • Real Estate Gifts - Real Benefits

  • Receive Fixed Income for Life

  • ​Receive Secure Income for Life

  • Regaining the IRA Stretch

  • Request the 2022 Federal Tax Pocket Guide

  • Request Your Personal Illustration

  • Request Your Personal Illustration Form

  • Road Map to Diversity, Equity and Inclusion

  • Simplify the Planning Process

  • ​Sip, Sip, Hooray!

  • Smooth Sailing for Trust Creation and Administration

  • Support Our Mission Receive Lifetime Income

  • Tax Guidance for Charitable Giving

  • Tax Pocket Guide

  • Tax-Wise Estate Gift

  • Tax Wise Giving Opportunities

  • Tax Wise Giving Strategies

  • Test Your Knowledge

  • The Impact of COVID on Estate Planning

  • Regaining the IRA Stretch

  • ​Totally Taxwise Gift Option

  • Unlimited Growth

  • Will Planning Questions Answered

  • Will You Be Ready

  • You Dont Know What You Dont Know

  • You Give the Gift of Life

  • Your Will, Your Way

  • Wills, Trusts and Annuities

  • 5 Reasons to Keep Your Resolutions

  • 2022 Financial Guidelines

  • 2022 Personal Illustration Form

  • 2023 Heckerling Highlights

  • Answers to Your Questions

  • Answers to Your Will Planning Questions

  • Balancing Family and Charitable Legacies

  • Beneficiary Designations

  • Benefits of Real Estate Gifts

  • Charitable Giving to a Donor Advised Fund

  • Charitable Tax Guide

  • Client Relationships Enhanced

  • Confidential Survey

  • Deciding between Foundation and DAF

  • Deferred Gifts That Bring Great Comfort Today

  • Designate Your Beneficiaries

  • Donor Friendly Alternatives

  • Easy Techniques to Help Clients

  • Empower Your Clients

  • Enhance Client Relationships

  • Gift Options for Tax Savvy Charitable Planning

  • Give a Gift That Lasts a Lifetime

  • Healthy & Wealthy New Year

  • Heart Month 2023

  • Heckerling Highlights 2023

  • Help Clients Rebalance Their Portfolios

  • Help your clients "DECIDE".

  • Helping Clients to Decide

  • Helping Clients with Inherited Mineral Interests

  • Helping Develop Your Clients' Charitable Plans

  • High Impact Giving Opportunities

  • How to Help Clients Decide

  • Impact of COVID on Estate Planning

  • It's Your Will Your Way

  • Join the Professional Advisor Network Now!

  • Learn How to Increase Your Income Now

  • Leave a Lasting Legacy

  • Looking for More Information

  • Make a Difference & Reduce Your Tax Burden

  • Make the Most of Your Money

  • Make Your Clients Goals a Reality

  • ​New Rates Increase!

  • ​One Account. Unlimited Growth.

  • Personal Illustration Form 2022

  • Planning Resources for Clients

  • Planning Resources to Help Clients

  • Are private foundations still the best solution for your clients?

  • Problem Solving Resources

  • Real Benefits with Real Estate Gifts

  • Real Estate Gift

  • Real Estate Gifts - Real Benefits

  • Receive Fixed Income for Life

  • ​Receive Secure Income for Life

  • Regaining the IRA Stretch

  • Request the 2022 Federal Tax Pocket Guide

  • Request Your Personal Illustration

  • Request Your Personal Illustration Form

  • Road Map to Diversity, Equity and Inclusion

  • Simplify the Planning Process

  • ​Sip, Sip, Hooray!

  • Smooth Sailing for Trust Creation and Administration

  • Support Our Mission Receive Lifetime Income

  • Tax Guidance for Charitable Giving

  • Tax Pocket Guide

  • Tax-Wise Estate Gift

  • Tax Wise Giving Opportunities

  • Tax Wise Giving Strategies

  • Test Your Knowledge

  • The Impact of COVID on Estate Planning

  • Regaining the IRA Stretch

  • ​Totally Taxwise Gift Option

  • Unlimited Growth

  • Will Planning Questions Answered

  • Will You Be Ready

  • You Dont Know What You Dont Know

  • You Give the Gift of Life

  • Your Will, Your Way

*All health/medical information on this website has been reviewed and approved by the American Heart Association, based on scientific research and American Heart Association guidelines. Find more information on our content editorial process.

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