Personal Planning Ideas

Review Beneficiary Designation Regularly
If the last time you looked at the beneficiary designation on your IRA was when you established the account many years ago, it’s time for a second look . . . more

Do You Really Need a Lawyer?
Anyone with an internet connection can find sample will forms, so why should you pay an attorney to draft your will, living trust or other estate documents? . . . more

The View from on High
It’s fun watching the Dow reach new highs (closing above 19000 on November 22, 2016) and taking your portfolio along for the ride . . . more

Q&A on Leaving a Legacy from a Retirement Account
An IRA, 401(k) or other retirement account may be your very best resource for making a gift to charity . . . 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.

December 2016 Archive
• There’s Still Time
• Some Numbers Looking Up
• A Baker’s Dozen Year-End Ideas
• Tax Milestones for All Ages

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


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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