Walsh College

Personal Planning Ideas

Spring Cleaning for Estates
Spring cleaning is a concept that might be applied to many aspects of a person's personal or professional life . . . more

Endowment: The Gift That Keeps on Giving
Charities and their donors have long been attracted to the concept of endowment, and for good reason . . . more

Timing Can Be Everything in Gift Planning
Savvy charitable gift planning often is a matter of seizing opportunities and acting at just the right time . . . more

Is It Ever Too Late to Write (or Revise) a Will?
All states have minimum ages for executing valid wills, but none has a maximum age . . . 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.

February 2017 Archive
• Be Ready for Stormy Weather
• It’s Gift Tax Time, Too
• Counting on Retirement
• Estate Plans: They’re Not Just for Couples

January 2017 Archive
• The Incredible Shrinking Estate Tax
• Standard Deductions Take Giant Leap
• Think Twice Before . . .
• Start 2018 on the Right Foot

December 2017 Archive
• Everyone Still Needs Estate Planning
• Too Young for Estate Planning?
• Extraordinary Ideas for Estate Gifts
• IRS Announces Cost-of-Living Adjustments for 2018

November 2017 Archive
• Clock Is Ticking
• The Importance of Health Care Directives
• Two Year–End Gifts to Consider
• The Uncertainty of Estate Taxes

October 2017 Archive
• Being Prepared Means More than Just Batteries and Water
• Retiring in 2018? Take These Steps First
• Beneficiary Designations and Joint Property
• A Deduction for Doing Nothing

September 2017 Archive
• Don't Shortchange the IRS
• Special Planning for Special Needs
• Whose Property Is It? Only Title Will Tell
• A Place for Bonds in Your Portfolio