Personal Planning Ideas
When to Take Distributions?
Withdrawals from IRAs and 401(k) accounts prior to age 59½ generally will be subject to both income tax – at ordinary income rates – and a 10% penalty . . . more
Motivations for Giving
Why do you make gifts to charity? . . . more
Don’t Sweat the Market Drop
The stock market went for a wild ride last month, but that’s not a signal to start panicking . . . more
Wealth Transfer Tsunami Ahead?
A recent report by the Center on Wealth and Philanthropy at Boston College estimates that $59 trillion will be transferred from estates by 2061 . . . more
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October 2014 Archive
• Many Ways to Give It Away
• Teaching Life Lessons
• Squeezing Cash from Collectibles
• Keep Living Trusts Alive
September 2014 Archive
• Take a "Selfie" of Your Home
• When a Family Member Needs Extra Help
• Are You Ready for Retirement?
• Raising Philanthropic Children and Grandchildren
August 2014 Archive
• Will the Bubble Burst?
• Building a Better Society through Your Living Trust
• Where to Begin?
• Rating Your Risk Tolerance
July 2014 Archive
• Too Young for Estate Planning?
• Assisting Others with Charitable Gift Annuities
• Estate Plans of the Rich and Famous
• Which Investments to Spend, Which to Leave Behind?
June 2014 Archive
• The Case of the Embarrassed Attorney
• Taking Charitable Giving to the Next Level
• Options in Planning Charitable Bequests
• Can Charitable Gifts Benefit Particular Deserving Persons?
May 2014 Archive
• “Accelerate” Your Bequest into a Lifetime Income Gift
• Tips for Couples Who Marry Later in Life
• Remarkable Things You Can Do with Your Will
• The Satisfaction of Memorial Giving
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.