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Personal Planning Ideas

Gift Annuity Rates increased
Donors establishing charitable gift annuities after June 30 will enjoy higher gift annuity rate ... more

Investments Dropped? It’s Time To Review
Recent dips in the stock market are a signal to review investments as well as estate plans ... more

Ready for Retirement?
Those nearing retirement should consider the next phase of their lives as a new “job” ... more

Squeezing Cash From Collectibles
Whether you collect stamps, beer steins or baseball cards, the day may come when you want to turn your treasures into cash ... more


Spring 2022 Archive
• Make Your Estate Gift Today
• Tips for Couples Marrying Later in Life
• Too Young for Estate Planning?
• Where to Begin

Winter 2022 Archive
• Top Three Assets for Lifetime Charitable Gifts
• Bonds Offer Gift Opportunities
• Make Beneficiary Forms Work for You
• How Do Wills and Trusts Differ?

Fall 2021 Archive
• Cinderella and Estate Planning
• Creative Ways To Give and Receive
• Not Your Usual Year-End Planning
• Keeping Capital Gains Away From the IRS

Summer 2021 Archive
• The Versatile Living Trust
• Don’t Let Your Estate Plan Get a Failing Grade
• Sharing Stock Market Success
• Endowments: Gifts That Keep On Giving

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