annual fund

Personal Planning Ideas

Gift Ideas That Aren’t Written in Stone
Many donors want to help charity, but feel they need to maintain full control over their financial resources during life . . . more

Retirement Plans 101
Virtually all wage earners may place funds into IRAs, currently up to $5,500 per year . . . more

Starting Grandkids Out Right Financially
Your granddaughter is working as a lifeguard this summer and in a card shop on weekends during the school year . . . more

No Comparison to Having an Estate Plan
Is having an estate plan really all that important?  Consider a brother and sister, Larry and Mary, each married with two children . . . 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.


June 2017 Archive
• Not Your Usual Graduation Gift
• Anticipate – and Hopefully Avoid – Estate Disputes
• Good Estate Planning for Poor Health
• Helping Mom and Dad – without Intruding

May 2017 Archive
• Volunteering for Deductions
• Advantages and Disadvantages of Joint Ownership
• Involve Family in Charitable Estate Planning
• Time to Review Investments

April 2017 Archive
• It Doesn’t Have to Be All or Nothing
• Home Sweet Tax Shelter
• The Graying of the Boomers
• Time for a Roth IRA Conversion?

March 2017 Archive
• The Nuts and Bolts of Charitable Gift Annuities
• Who’s the Right Executor for Your Estate?
• Planning after Losing a Spouse
• Charitable Giving’s Top Three

February 2017 Archive
• Home Is Where the Business Is
• What’s Ahead, Tax-Wise, in 2017?
• Helping Parents with Charitable Gift Annuities
• Estate Planning to Minimize Future Family Conflicts

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



The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.