Personal Planning Ideas

Planned Giving

  • Personal Planning Ideas

    The Nuts and Bolts of Charitable Gift Annuities
    The charitable gift annuity stands out as a way to assist favorite charities while preserving — even improving — your financial security during times of low interest rates . . . more

    Who’s the Right Executor for Your Estate?
    Considerable thought should be given to choosing an executor to manage your affairs after death . . . more

    Planning after Losing a Spouse
    The loss of a spouse is widely considered the most stressful period in a person’s life, but eventually the time comes to make plans for the future . . . more

    Charitable Giving’s Top Three
    Certain assets make great gifts from an estate, but are not as good when given during lifetime . . . 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.

    February 2017 Archive
    • Home Is Where the Business Is
    • What’s Ahead, Tax-Wise, in 2017?
    • Helping Parents with Charitable Gift Annuities
    • Estate Planning to Minimize Future Family Conflicts

    January 2017 Archive
    • Review Beneficiary Designation Regularly
    • Do You Really Need a Lawyer?
    • The View from on High
    • Q&A on Leaving a Legacy from a Retirement Account

    December 2016 Archive
    • There’s Still Time
    • Some Numbers Looking Up
    • A Baker’s Dozen Year-End Ideas
    • Tax Milestones for All Ages

    November 2016 Archive
    • Finding Opportunities in Losses
    • Sources for Immediate Cash Needs
    • Happy Birthday to the Estate Tax
    • Contrarian Advice

    October 2016 Archive
    • Higher Medicare Prices on the Way
    • Review 2015 Income Tax Return
    • Prospecting for Gold in Old Stock Certificates
    • Papers You’ll Need if You’re Named Executor

    September 2016 Archive
    • Charitable Gifts that Allow You to Change Your Mind
    • Getting the Most from Gifts of Appreciated Stock
    • Options for Helping Charity from Retirement Accounts
    • Which to Choose — A Will or a Revocable Living Trust?


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