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    Home Is Where the Business Is
    For some taxpayers, their home office is their only place of business . . . more

    What’s Ahead, Tax-Wise, in 2017?
    With a new Congress and occupant in the White House, there’s been much discussion about possible tax law reform . . . more

    Helping Parents with Charitable Gift Annuities
    Charitable gift annuities are generally arranged by donors who are at or near retirement age . . . more

    Estate Planning to Minimize Future Family Conflicts
    As much as parents try, it’s usually impossible to divide an estate into precisely equal shares for their children — and sometimes that’s not a parent’s goal . . . 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 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?

    August 2016 Archive
    • Caution: Baby Boomers Ahead
    • More Help for Those Needing a Little Extra
    • What to Look for in Long-Term Care Insurance Policies
    • Back-to-School Specials That Include Charity


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