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Personal Planning Ideas

Gold, Silver and Bronze—All Are Winners
Taxpayers with IRAs have until April 15, 2022, to make contributions for 2021, but the earlier contributions are made, the longer the funds have to grow tax-deferred ... more

Learning to Speak Estate Planning
Here’s a list of common terms, along with a short description of each, that may be helpful as you make or update your estate plan ... more

Psst ... Here’s the Secret Password
If you’ve recently had an estate plan drafted or revised, you may think you’ve taken care of all your assets ... more

Squeezing Cash from Collectibles
Whether you collect decorative plates, baseball cards or vintage postcards, the day may come when you want to turn your treasures into cash ... more


Winter 2021 Archive
• Giving Opportunities Extended Through 2021
• Wills Are for Everyone
• Planning Tips for 2021
• QCDs and IRAs Don’t Mix

Fall 2020 Archive
• What You Need in Addition to a Will
• Four Ideas for Seniors
• Getting More Than Satisfaction From Your Gifts
• Seven Moves to Make Before Year’s End

Summer 2020 Archive
• Five Creative Ideas for Giving
• What Can Your Will Do?
• Getting to the Right Place
• Savings Bonds Don’t Live Forever

Spring 2020 Archive
• Virus Prompts Tax Changes
• Make Estate Planning a Family Affair
• Bring New Life to Your Estate Plans
• Retirement Plans 101