Personal Planning Ideas

Review Plans for Disability
Individuals commonly purchase life insurance and make wills and other estate plans to protect their survivors, but disability can be just as much of a concern . . . more

Planning Challenges When Making a Will
People who start out to make a will sometimes are stymied by what seem like difficult challenges . . . more

“My Kids Understand Why I’m Helping Charity”
Parents sometimes find it hard to talk to adult children about their estate plans . . . more

Before You Leave on Vacation . . .
Leaving on a trip is always a good excuse to inspect your will or revocable living trust to see if any changes are needed . . . 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 2016 Archive
• A Simple Alternative to Amending a Will
• An Opportunity This Month
• Creative Gift Ideas for Business Owners
• Providing for a Surviving Spouse and Charity, Too

March 2016 Archive
• Extreme Will Makeovers
• Inheritances Ahead
• Where to Turn for Help
• Spring Weddings Not Limited to the Young

February 2016 Archive
• Smart Moves for 2016
• Putting the Deduction in the Right Spot
• Getting Two Deductions for Your IRA Contribution
• Make the Most of Stock Market Losses

January 2016 Archive
• It’s Back, and It’s Permanent
• Bring New Life to Old Savings Bonds
• Powers of Attorney Serve Many Purposes
• Do You Really Need an Attorney to Write Your Will?

December 2015 Archive
• Many 2016 Numbers Remain Stuck
• Three (Possibly Four) Great Year-End Gift Ideas
• Narrow Window Remains to Tap Social Security with File and Suspend
• New Retirement Option Available

November 2015 Archive
• Year-End Estate Planning Checklist
• A Vacation from Taxes
• Make Investing a Group Project
• Women and Philanthropy

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.


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