Monthly Planning Tips Archive

January 2012 Archive
• Providing for a Spouse and Our Future, Too
• Charitable Remainder Trusts for “Special Needs” Beneficiaries
• The Satisfaction of Memorial Gifts
• The Will the State Has Written for You

December 2011 Archive
• Window of Opportunity on Charitable Gift Annuities
• Will Charitable Giving Tax Incentives Be Reduced? 
• Planning after the Death of a Spouse   
• A Word about Guardianships
• Life Insurance Gifts:  They’re Not All or Nothing
• A Retirement Savings Tip from the Polar Explorers

November 2011 Archive
• Bonus Tax Savings from Direct IRA Gifts
• Creating Charitable Gift Annuities from Retirement Accounts 
• Don’t Let Probate Cause Problems for Your Family   

October 2011 Archive
• Cancel a Tax Curse through Wise Estate Planning
• Using IRAs for Charitable Bequests Helps Nontaxable Estates, Too 
• Minimize Taxes from “Like-Kind” Exchanges   
• Touch the Future with Your Estate Plan

September 2011 Archive
• Planning Endowment Gifts
• Make Your Will a Personal Statement 
• U.S. Savings Bonds Tools   
• Plan an Annual Financial Review

August 2011 Archive
• Play the Inheritance Game Show
• Will 2011 Be a Year of Unusual Income?
• Why Are Gift Annuities So Popular with Women? 
• What Is the Status of Your Health Care Directives?