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 Personal Planning Ideas


Late on Tuesday, December 16, Congress passed the extenders bill that includes a renewal, for 2014 only, of the IRA charitable rollover provision . . . more

Here We Go Again
For the second year in a row, the status of tax-free transfers from IRAs to charities is in doubt . . . more

Gift Ideas for Early in the Year
Transferring income-producing assets from someone in a high tax bracket to a recipient in a low bracket may save income taxes . . . more

Weathering the Ups and Downs
Recent fluctuations in the stock market may be a signal to re-evaluate your portfolio . . . more

Make 2015 the Year to Save
The maximum amount that can be contributed to 401(k) plans has increased, from $17,500 in 2014 to $18,000 in 2015 . . . more

Got New Stuff? Review Your Insurance
That flat screen TV that you bought on Black Friday, the diamond bracelet Grandma recently gave you or the new computer you just bought for your son in high school . . . 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.

December 2014 Archive
• Reunited at Last
• Beware of Deadlines
• Add to Your New Year’s Resolutions
• Insuring Your Legacy

November 2014 Archive
• When to Take Distributions?
• Motivations for Giving
• Don’t Sweat the Market Drop
• Wealth Transfer Tsunami Ahead?

October 2014 Archive
• Many Ways to Give It Away
• Teaching Life Lessons
• Squeezing Cash from Collectibles
• Keep Living Trusts Alive

September 2014 Archive
• Take a "Selfie" of Your Home
• When a Family Member Needs Extra Help
• Are You Ready for Retirement?
• Raising Philanthropic Children and Grandchildren

August 2014 Archive
• Will the Bubble Burst?
• Building a Better Society through Your Living Trust
• Where to Begin?
• Rating Your Risk Tolerance

July 2014 Archive
• Too Young for Estate Planning?
• Assisting Others with Charitable Gift Annuities
• Estate Plans of the Rich and Famous
• Which Investments to Spend, Which to Leave Behind?