Personal Planning Ideas

Planned Giving

  • Personal Planning Ideas

    Gift Annuity Rates to Increase
    Starting next month, gift annuity rates recommended by the American Council on Gift Annuities will be going up . . . more

    Profitable Lessons from a Tax Return
    Before filing away your 2017 tax return, ask yourself if you can learn a few lessons — and possibly make 2018 a better year financially . . . more

    Mid–Year Resolutions
    Who says you can only make new year’s resolutions on January 1? . . . more

    Family + Charity = Satisfaction
    Many people want to continue their support of charitable organizations through their estate plans — but feel they must provide for family members first . . . 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 2018 Archive
    • Planting Season for a Harvest of Tax Savings
    • Special Planning for Special Needs
    • Who Should Be Your Executor?
    • Write to Your Family, Right from Your Heart

    April 2018 Archive
    • How Much Insurance Do You Really Need?
    • Talk about the Estate Planning Facts of Life
    • Tying the Knot, Senior Style
    • How Will You Spend Your Retirement Savings?

    March 2018 Archive
    • Spring Cleaning for Estates
    • Endowment: The Gift That Keeps on Giving
    • Timing Can Be Everything in Gift Planning
    • Is It Ever Too Late to Write (or Revise) a Will?

    February 2018 Archive
    • Be Ready for Stormy Weather
    • It’s Gift Tax Time, Too
    • Counting on Retirement
    • Estate Plans: They’re Not Just for Couples

    January 2018 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


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