Personal Planning Ideas

Reunited at Last
Know that feeling when you put your hand in an old coat pocket and find a long-forgotten $20 bill? . . . more

Beware of Deadlines
December is a busy month for most people, but if you’re thinking of making gifts to family or charity before year’s end, keep in mind a few deadlines . . . more

Add to Your New Year’s Resolutions
Here are a few suggestions that can improve your financial picture in the coming year . . . more

Insuring Your Legacy
Not that long ago, the estate tax credit sheltered estates only up to $2 million (2008).  As recently as 2003, estates in excess of $1 million were subject to tax . . . 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.

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

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?

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.