Personal Planning Ideas

There’s Still Time
IRA owners ages 70½ and older have a short time left to make qualified charitable distributions (QCDs) for 2016 . . . more

Some Numbers Looking Up
Social Security payments will increase slightly in 2017.  The .3% cost-of-living adjustment means the average retiree will get an additional $5 per month . . . more

A Baker’s Dozen Year-End Ideas
Have your tax adviser review your expected tax liability.  Are there any year-end strategies you can use to keep taxes lower? . . . more

Tax Milestones for All Ages
Birth — Parents must obtain a Social Security number in order to claim the child as a dependent . . . 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.

November 2016 Archive
• Finding Opportunities in Losses
• Sources for Immediate Cash Needs
• Happy Birthday to the Estate Tax
• Contrarian Advice

October 2016 Archive
• Higher Medicare Prices on the Way
• Review 2015 Income Tax Return
• Prospecting for Gold in Old Stock Certificates
• Papers You’ll Need if You’re Named Executor

September 2016 Archive
• Charitable Gifts that Allow You to Change Your Mind
• Getting the Most from Gifts of Appreciated Stock
• Options for Helping Charity from Retirement Accounts
• Which to Choose — A Will or a Revocable Living Trust?

August 2016 Archive
• Caution: Baby Boomers Ahead
• More Help for Those Needing a Little Extra
• What to Look for in Long-Term Care Insurance Policies
• Back-to-School Specials That Include Charity

July 2016 Archive
• Will? Living Trust? Or Both?
• A Word about Guardianships
• Nervous about the Market's Direction?
• Top Assets for Leaving Your Legacy

June 2016 Archive
• Giving and Receiving: Four Tax-Smart Ideas
• Provide Assistance Outside Your Will
• Help with Savings for Retirement
• Some Financial Rules to Live By

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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