Personal Planning Ideas

Caution: Baby Boomers Ahead
The leading edge of the Baby Boomers — Americans born between 1946 and 1964 — will begin turning 70½ this year . . . more

More Help for Those Needing a Little Extra
Parents now have another option to provide for the long-term needs of handicapped children . . . more

What to Look for in Long-Term Care Insurance Policies
A century ago, someone age 60 was “old.”  Today, a 60-year-old is simply “middle-aged” . . . more

Back-to-School Specials That Include Charity
Across the country, students will be heading off to college this month . . . 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 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

May 2016 Archive
• Review Plans for Disability
• Planning Challenges When Making a Will
• “My Kids Understand Why I’m Helping Charity”
• Before You Leave on Vacation . . .

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


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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