Personal Planning Ideas
Estate Planning’s Extra Innings
Most people think that estate planning ends at death . . . more
Time to Redeem?
Check the drawers where you keep important papers to see if you have any of the following savings bonds . . . more
Important — But Random — Numbers for 2015
While the contribution limit for IRAs did not increase (it’s $5,500, plus a $1,000 catch-up for those ages 50 and older), the limit for 401(k) contributions did go up . . . more
Don’t Put Too Many Strings on Bequests
Exactly how long do you want to control the assets you accumulated during your lifetime? . . . more
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January 2015 Archive
• Here We Go Again
• Gift Ideas for Early in the Year
• Weathering the Ups and Downs
• Make 2015 the Year to Save
• Got New Stuff? Review Your Insurance
December 2014 Archive
• Reunited at Last
• Beware of Deadlines
• Add to Your New Year’s Resolutions
• Insuring Your Legacy
November 2014 Archive
• When to Take Distributions?
• Motivations for Giving
• Don’t Sweat the Market Drop
• Wealth Transfer Tsunami Ahead?
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
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.