Personal Planning Ideas
Be Ready for Stormy Weather
Hurricanes, tornadoes, floods, fires, mudslides — Americans have endured these and other natural disasters over the past year . . . more
It’s Gift Tax Time, Too
Most Americans know April 15 (April 16 this year) is the deadline for filing income tax returns, but did you know it’s also the last day for filing gift tax returns for gifts made in 2017? . . . more
Counting on Retirement
The internet offers dozens — maybe even hundreds — of retirement calculators that purport to tell you how much income you’ll need when you retirement . . . more
Estate Plans: They’re Not Just for Couples
Do you think that, just because you’re not married and don’t have kids, you don’t need an estate plan? . . . 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.
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
October 2017 Archive
• Being Prepared Means More than Just Batteries and Water
• Retiring in 2018? Take These Steps First
• Beneficiary Designations and Joint Property
• A Deduction for Doing Nothing
September 2017 Archive
• Don't Shortchange the IRS
• Special Planning for Special Needs
• Whose Property Is It? Only Title Will Tell
• A Place for Bonds in Your Portfolio
August 2017 Archive
• Practical Uses for Irrevocable Trusts
• Home Sweet Home: Where’s Yours?
• What a Problem to Have!
• The Best Things in Life Are “Free”
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.