A Trust for You, Your Family and Future Generations
What are your personal financial goals? Would you like to have someone professionally manage some of your assets and investments? Would you like to relieve your family of future money management worries? . . . more |
Your “Ultimate Contingent Beneficiary”
It happens more often than you might think: A person passes away, and has outlived all the people named in his or her will . . . more |
Consider Life Insurance in Your Gift Planning
Life insurance can often be an ideal subject for charitable giving – especially “surplus” policies that are no longer needed for family security . . . more |
Added Value for Your Year-End Gifts
Many thoughtful (and tax-wise) individuals make gifts to worthwhile organizations as the year comes to a close. Many know they can magnify their giving, and charitable deductions, by choosing carefully the assets that they contribute . . . 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.
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August 2010 Archive
• Are CDs Nearing Maturity? Consider a Charitable Gift Annuity
• Charitable Gift Annuities Can Help Investors “Bail Out”
• Movie Buff’s Guide to Estate Planning Choices
• A Legacy of Personal Values
• Supplement Your Will with a Letter of Instruction
July 2010 Archive
• Communicating Your Estate Plans to Family Members
• How Do Smart Donors Give to Charities?
• Avoid Hidden Losses in Your Estate
• Choosing Your Executor
June 2010 Archive
• Planning a Worry-Free Vacation
• Gift Opportunities and Vacations
• Keeping a “Life Estate” in Vacation Property
• Avoiding Tax upon the Sale of Vacation Property
May 2010 Archive
• Philanthropy as a Family Affair
• Low-Risk Places to Keep Some Cash
• What is Probate...and Can You Avoid It?!
• Revocable Living Trusts Can Bypass Probate
April 2010 Archive
• IRA Gift Opportunity Expected to Be Renewed
• Investors Welcome Back Bull Market . . . and Capital Gains Concerns
• Planning a Will That Makes You Feel Good!
• Customize Your Estate Plan with a Trust
March 2010 Archive
• Will State “Death Taxes” Shrink Your Estate?
• Protecting Against the Costs of Long-Term Illness
• Check with Charities When Making Estate Gifts
• Getting Started in Estate Planning |
