Personal Planning Ideas
Planting Season for a Harvest of Tax Savings
After what has been a rough winter in many parts of the country, spring is finally here . . . more
Special Planning for Special Needs
Parents who have a son or daughter with disabilities may find it inadvisable to leave that child a large inheritance . . . more
Who Should Be Your Executor?
Careful thought should be given to choosing your executor (personal representative at death) . . . more
Write to Your Family, Right from Your Heart
A will is basically a document in which you tell how you want assets distributed at death. There’s another document you should consider that tells why . . . 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.
April 2017 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 2017 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 2017 Archive
• Be Ready for Stormy Weather
• It’s Gift Tax Time, Too
• Counting on Retirement
• Estate Plans: They’re Not Just for Couples
January 2017 Archive
• The Incredible Shrinking Estate Tax
• Standard Deductions Take Giant Leap
• Think Twice Before . . .
• Start 2018 on the Right Foot
December 2017 Archive
• Everyone Still Needs Estate Planning
• Too Young for Estate Planning?
• Extraordinary Ideas for Estate Gifts
• IRS Announces Cost-of-Living Adjustments for 2018
November 2017 Archive
• Clock Is Ticking
• The Importance of Health Care Directives
• Two Year–End Gifts to Consider
• The Uncertainty of Estate Taxes
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.