Personal Planning Ideas

Planned Giving

  • Personal Planning Ideas

    Everyone Still Needs Estate Planning
    Will the estate tax go away completely?  That’s part of the discussion on tax reform currently on the table in Congress . . . more

    Too Young for Estate Planning?
    Estate planning?  I’m too young for that” . . . more

    Extraordinary Ideas for Estate Gifts
    Including a gift to charity in your will or living trust can be as easy as naming us to receive a specific asset, amount of money or percentage of the estate . . . more

    IRS Announces Cost-of-Living Adjustments for 2018
    The IRS recently issued the inflation-adjusted numbers for 2018, although a few of these may change, depending on tax law changes working their way through Congress . . . 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.

    November 2017 Archive
    • Clock Is Ticking
    • The Importance of Health Care Directives
    • Two Year–End Gifts to Consider
    • The Uncertainty of Estate Taxes

    October 2017 Archive
    • Being Prepared Means More than Just Batteries and Water
    • Retiring in 2018? Take These Steps First
    • Beneficiary Designations and Joint Property
    • A Deduction for Doing Nothing

    September 2017 Archive
    • Don't Shortchange the IRS
    • Special Planning for Special Needs
    • Whose Property Is It? Only Title Will Tell
    • A Place for Bonds in Your Portfolio

    August 2017 Archive
    • Practical Uses for Irrevocable Trusts
    • Home Sweet Home: Where’s Yours?
    • What a Problem to Have!
    • The Best Things in Life Are “Free”

    July 2017 Archive
    • Gift Ideas That Aren’t Written in Stone
    • Retirement Plans 101
    • Starting Grandkids Out Right Financially
    • No Comparison to Having an Estate Plan

    June 2017 Archive
    • Not Your Usual Graduation Gift
    • Anticipate – and Hopefully Avoid – Estate Disputes
    • Good Estate Planning for Poor Health
    • Helping Mom and Dad – without Intruding


  • btn-give-now

    Call 763-236-3966