Personal Planning Ideas

Planned Giving

  • Personal Planning Ideas

    Not Your Usual Graduation Gift
    At colleges across the country, new graduates will be marching across stages to receive diplomas . . . more

    Anticipate – and Hopefully Avoid – Estate Disputes
    Having an up-to-date estate plan goes a long way towards resolving family squabbles — but there may be disputes nonetheless . . . more

    Good Estate Planning for Poor Health
    As soon as spouses begin accumulating assets, they should each have a will drafted.  The serious illness of either spouse is an indication that it’s time to revisit those plans . . . more

    Helping Mom and Dad – without Intruding
    Some elderly parents are more than happy to let their children take over the job of paying bills, reconciling the checkbook and making deposits, especially if the parent is a widow or widower who never handled the financial responsibilities of the marriage . . . 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.

    May 2017 Archive
    • Volunteering for Deductions
    • Advantages and Disadvantages of Joint Ownership
    • Involve Family in Charitable Estate Planning
    • Time to Review Investments

    April 2017 Archive
    • It Doesn’t Have to Be All or Nothing
    • Home Sweet Tax Shelter
    • The Graying of the Boomers
    • Time for a Roth IRA Conversion?

    March 2017 Archive
    • The Nuts and Bolts of Charitable Gift Annuities
    • Who’s the Right Executor for Your Estate?
    • Planning after Losing a Spouse
    • Charitable Giving’s Top Three

    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


  • btn-give-now

    Call 763-236-3966