Personal Planning Ideas

Higher Medicare Prices on the Way
Starting in 2018, the surcharges on Medicare Parts B and D will be increasing . . . more

Review 2015 Income Tax Return
As you plan for year-end tax moves, it might be worthwhile to take out the 2015 income tax return that you filed earlier this year . . . more

Prospecting for Gold in Old Stock Certificates
You’re looking through papers in the attic when you come across some old stock certificates . . . more

Papers You’ll Need if You’re Named Executor
Certified copies of the death certificate — These are available for a small fee through the clerk’s office in the county where death occurred . . . 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.

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

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

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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