Personal Planning Ideas
Jump-Starting Year-End Planning
With new tax laws in place for 2018, it’s a smart idea to get a head start on year-end planning, while you can still make tax-saving move . . . more
Revocable Charitable Gifts an Option to Consider
People who give to charity during their lifetimes enjoy tremendous personal satisfaction. Tax savings can add an important fringe benefit . . . more
Provide Family Support During Estate Administration
During the administration of an estate, many assets could effectively be tied up — outside the reach of family members . . . more
Alternative Route to IRA Funds
Even some seemingly ironclad rules have exceptions. A case in point: the penalty on early withdrawals from IRAs . . . 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.
July 2018 Archive
• I Have a Will — Do I Also Need a Living Trust?
• Reviewing Beneficiary Designations
• When Do I Need to Update My Will?
• Estate Planning for Those on Their Own
June 2018 Archive
• Gift Annuity Rates to Increase
• Profitable Lessons from a Tax Return
• Mid–Year Resolutions
• Family + Charity = Satisfaction
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
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.