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Estate Planning Ideas

Here are four articles that we hope will help you in your estate planning.

Retirement Planning Changes Ahead
In late December, Congress passed and the President signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) . . . more

Estate Planning—With or Without Taxes
Estate planning is much more than just tax planning.  People whose estates are below the estate tax threshold ($11.58 million for 2020) still need wills and living trusts to address a variety of family and personal needs . . . more

Helping Grandchildren Retire
Politicians agree it’s important to “save Social Security,” even if they don’t agree on how to do so . . . more

Four Bright Ideas for Seniors
Retirees have special planning challenges and opportunities that may make a gift to a favorite charity especially attractive . . . more


Be sure to check this site each quarter for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each quarter, please click here.


Fall 2019 Archive
• Put IRA Withdrawals to Good Use
• Get Over the Deduction Hurdle
• Two Hidden Assets for Giving
•The Role of Wills and Trusts in Estate Planning

Summer 2019 Archive
• Figuring Your Net Worth
• Older Brides and Grooms Face Important Questions
• Reach IRA Funds Early
• Start Tax Planning Now

Spring 2019 Archive
• Spring Cleaning for Estate Plans
• Nervous About the Market’s Direction?
• Top Three Assets for Lifetime Charitable Giving
• Three Things About Wills That Aren’t True

Winter 2019 Archive
• Taxes Aren’t the Only Reason
• Planning for Your Digital Estate
• Selling Stock? Call Your Tax Advisor First
• Assets You Might Not Have Considered for Giving