Personal Planning Ideas

Planned Giving

  • Personal Planning Ideas

    Spring Cleaning for Estates
    Spring cleaning is a concept that might be applied to many aspects of a person's personal or professional life . . . more

    Endowment: The Gift That Keeps on Giving
    Charities and their donors have long been attracted to the concept of endowment, and for good reason . . . more

    Timing Can Be Everything in Gift Planning
    Savvy charitable gift planning often is a matter of seizing opportunities and acting at just the right time . . . more

    Is It Ever Too Late to Write (or Revise) a Will?
    All states have minimum ages for executing valid wills, but none has a maximum age . . . 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
    • Be Ready for Stormy Weather
    • It’s Gift Tax Time, Too
    • Counting on Retirement
    • Estate Plans: They’re Not Just for Couples

    January 2017 Archive
    • The Incredible Shrinking Estate Tax
    • Standard Deductions Take Giant Leap
    • Think Twice Before . . .
    • Start 2018 on the Right Foot

    December 2017 Archive
    • Everyone Still Needs Estate Planning
    • Too Young for Estate Planning?
    • Extraordinary Ideas for Estate Gifts
    • IRS Announces Cost-of-Living Adjustments for 2018

    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


  • btn-give-now

    Call 763-236-3966