Giving

Personal Planning Ideas

Don’t Shortchange the IRS
The IRS reports that about ten million taxpayers were subject to a penalty on underpaying estimated taxes in 2015 . . . more

Special Planning for Special Needs
Estate planning is rarely a simple task, but it can be even more difficult when parents have a disabled child to consider . . . more

Whose Property Is It? Only Title Will Tell
Property can be owned jointly in many different ways — each with its own rules as to acquiring, holding and transferring the property . . . more

A Place for Bonds in Your Portfolio
Even with the stock market booming, bonds have an important place in a diversified portfolio . . . more


Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.


August 2017 Archive
• Practical Uses for Irrevocable Trusts
• Home Sweet Home: Where’s Yours?
• What a Problem to Have!
• The Best Things in Life Are “Free”

July 2017 Archive
• Gift Ideas That Aren’t Written in Stone
• Retirement Plans 101
• Starting Grandkids Out Right Financially
• No Comparison to Having an Estate Plan

June 2017 Archive
• Not Your Usual Graduation Gift
• Anticipate – and Hopefully Avoid – Estate Disputes
• Good Estate Planning for Poor Health
• Helping Mom and Dad – without Intruding

May 2017 Archive
• Volunteering for Deductions
• Advantages and Disadvantages of Joint Ownership
• Involve Family in Charitable Estate Planning
• Time to Review Investments

April 2017 Archive
• It Doesn’t Have to Be All or Nothing
• Home Sweet Tax Shelter
• The Graying of the Boomers
• Time for a Roth IRA Conversion?

March 2017 Archive
• The Nuts and Bolts of Charitable Gift Annuities
• Who’s the Right Executor for Your Estate?
• Planning after Losing a Spouse
• Charitable Giving’s Top Three

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