Personal Planning Ideas

Planned Giving

  • Personal Planning Ideas

    Taxes Aren’t the Only Reason
    Few people need to worry about estate taxes anymore . . . more

    Planning for Your Digital Estate
    Your estate planning should include supplying your executor or other trusted person with information about all your online storage and accounts, together with the necessary passwords and access codes . . . more

    Selling Stock? Call Your Tax Advisor First
    With the stock market on a roller coaster ride, many investors may be thinking it’s time to sell stock, to harvest gains or lock in losses to offset gains . . . more

    Assets You Might Not Have Considered for Giving
    Donors sometimes own assets that are no longer needed for financial security and could achieve greater significance as contributions . . . 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.

    January 2019 Archive
    • New Look to 2018 Income Taxes
    • Be an IRA Early Bird
    • Get 2019 Off to a Good Start
    • Put Life in Your Living Trust

    December 2018 Archive
    • Differences Ahead
    • There's Still Time
    • What Is This Thing Worth?
    • Fighting the Battle of the Estate Bulge

    November 2018 Archive
    • Planning for This Year . . . and Next
    • Caution: Inheritances Ahead
    • Buy? Sell? Ask Questions First
    • Get a Deduction for Doing Nothing

    October 2018 Archive
    • Stock for a Gift Annuity: A Great Trade
    • Creative Year-End Giving Ideas
    • Six Ways Your Estate Plan Can Go Out of Date
    • The High Cost of Not Having a Will

    September 2018 Archive
    • Still Time to Make 2018 Better
    • Six Reasons to Have a Will
    • Buy? Sell? Ask Questions First
    • Financial Communication Also Important in a Marriage

    August 2018 Archive
    • Jump-Starting Year-End Planning
    • Revocable Charitable Gifts an Option to Consider
    • Provide Family Support During Estate Administration
    • Alternative Route to IRA Funds


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