Personal Planning Ideas

Year-End Estate Planning Checklist
I have written my will (and possibly a living trust) . . . more

A Vacation from Taxes
If you already own or are thinking of buying a vacation home, you may not realize that there are tax advantages that accompany ownership . . . more

Make Investing a Group Project
If analyzing a company’s prospectus, reading financial statements and researching a particular market segment seems too daunting to undertake by yourself, consider joining a club . . . more

Women and Philanthropy
A new study from the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy, published in September 2015, analyzed the impact gender and income have on charitable giving among men and women . . . 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.

October 2015 Archive
• Reasons You Need a Will
• Do More with a Living Trust
• Revocable vs. Irrevocable Charitable Options
• Worth the Wait?

September 2015 Archive
• What Money Can’t Buy
• Planning for Four-Legged Beneficiaries
• The Not-So-Wicked Stepparent
• Planning Your Digital Estate

August 2015 Archive
• Not All Payments Are Created Equal
• Collecting – for Fun and Profit
• It's Up to You
• Get a Pay Increase from Social Security Just for Waiting

July 2015 Archive
• Yours for the Asking
• Swimming Upstream
• Weighing the Risks and Rewards of Investing
• Is It Time to Sell?

June 2015 Archive
• Avoid the Rush; Start Planning for Year End Now
• Bring Your Living Trust to Life
• The Benefits of Nepotism
• Never Too Old to Learn New Tricks or Save Taxes

May 2015 Archive
• Know When to Hold ’Em
• Don’t "Misplace" Beneficiaries
• Prevent "Stale" Wills
• Keeping Loans in the Family

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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