Personal Planning Ideas
Everyone Still Needs Estate Planning
Will the estate tax go away completely? That’s part of the discussion on tax reform currently on the table in Congress . . . more
Too Young for Estate Planning?
“Estate planning? I’m too young for that” . . . more
Extraordinary Ideas for Estate Gifts
Including a gift to charity in your will or living trust can be as easy as naming us to receive a specific asset, amount of money or percentage of the estate . . . more
IRS Announces Cost-of-Living Adjustments for 2018
The IRS recently issued the inflation-adjusted numbers for 2018, although a few of these may change, depending on tax law changes working their way through Congress . . . more
Be sure to check this site each month for new planning ideas.
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”
July 2017 Archive
• Gift Ideas That Aren’t Written in Stone
• Retirement Plans 101
• Starting Grandkids Out Right Financially
• No Comparison to Having an Estate Plan
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
The information in the website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.