Personal Planning Ideas

What Money Can’t Buy
The wealthy can presumably afford the best estate planning attorneys, right?  Maybe not, as the estate tales of several well-known celebrities can attest . . . more

Planning for Four-Legged Beneficiaries
Media reports occasionally tell of pet owners who have died and left large bequests to a dog or cat . . . more

The Not-So-Wicked Stepparent
Despite the image from fairy tales, not all stepparents are evil.  In many cases, blended family members “forget” who is his, hers and theirs, as the parents and children share mutual love and concern for all members of the family . . . more

Planning Your Digital Estate
You check your bank account online, using your PIN number . . . 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.

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

April 2015 Archive
• Who’s Getting Your Money?
• Surviving the Roller Coaster Ride
• Value Averaging: An Alternative to Dollar Cost Averaging
• What Lessons Can You Learn from Your Tax Return?

March 2015 Archive
• Making the Best of a Bad Situation
• Pay Yourself, Not the IRS
• Doing the Unexpected
• April 15: More Than Income Taxes

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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