Personal Planning Ideas

Will the Bubble Burst?
The stock market has been on a tear this year, reaching 17000 (July 3, 2014) less than eight months after closing above 16000 (November 21, 2013) . . . more

Building a Better Society through Your Living Trust
Many people have incorporated living trusts into their estate plans, but did you know that it’s possible to include creative charitable gifts in your trust? . . . more

Where to Begin
Before consulting your attorney about drafting or updating your will, ask yourself the following questions . . . more

Rating Your Risk Tolerance
The degree of risk you’re willing to take is one of the most important factors in deciding how to build and protect your estate . . . 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 2014 Archive
• Too Young for Estate Planning?
• Assisting Others with Charitable Gift Annuities
• Estate Plans of the Rich and Famous
• Which Investments to Spend, Which to Leave Behind?

June 2014 Archive
• The Case of the Embarrassed Attorney
• Taking Charitable Giving to the Next Level
• Options in Planning Charitable Bequests
• Can Charitable Gifts Benefit Particular Deserving Persons?

May 2014 Archive
• “Accelerate” Your Bequest into a Lifetime Income Gift
• Tips for Couples Who Marry Later in Life
• Remarkable Things You Can Do with Your Will
• The Satisfaction of Memorial Giving

April 2014 Archive
Executor” Is Not an Honorary Position
• Trusts That Benefit You and Our Future
• Bring New Life to an Old Policy
• Lifelong Strategies for Effective Philanthropy

March 2014 Archive
• Should I Try to Avoid Probate?
• What Are the Differences between Wills and Trusts?
• Questions to Ask Before Retaining an Estate Planning Attorney
• Who Sets Up Charitable Gift Annuities?

February 2014 Archive
• What’s Ahead for 2014 Charitable Gifts from IRAs
• Outliving a Life Insurance Beneficiary
• Advantages of Making Contributions on Behalf of Children
• Your Estate Plan Should Not Be a “Surprise Package”


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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