Monthly Planning Tips Archive

 

August 2010 Archive
• Are CDs Nearing Maturity? Consider a Charitable Gift Annuity
• Charitable Gift Annuities Can Help Investors “Bail Out”
• Movie Buff’s Guide to Estate Planning Choices
• A Legacy of Personal Values
• Supplement Your Will with a Letter of Instruction

July 2010 Archive
• Communicating Your Estate Plans to Family Members
• How Do Smart Donors Give to Charities?
• Avoid Hidden Losses in Your Estate
• Choosing Your Executor

June 2010 Archive
• Planning a Worry-Free Vacation
• Gift Opportunities and Vacations
• Keeping a “Life Estate” in Vacation Property
• Avoiding Tax upon the Sale of Vacation Property

May 2010 Archive
• Philanthropy as a Family Affair
• Low-Risk Places to Keep Some Cash
• What is Probate...and Can You Avoid It?!
• Revocable Living Trusts Can Bypass Probate

April 2010 Archive
• IRA Gift Opportunity Expected to Be Renewed
• Investors Welcome Back Bull Market . . . and Capital Gains Concerns
• Planning a Will That Makes You Feel Good!
• Customize Your Estate Plan with a Trust

March 2010 Archive
• Will State “Death Taxes” Shrink Your Estate?
• Protecting Against the Costs of Long-Term Illness
• Check with Charities When Making Estate Gifts
• Getting Started in Estate Planning