Personal Planning Ideas

Many Ways to Give It Away
With the a tax credit sheltering lifetime gifts up to $5.34 million, few people will owe gift tax, but there are ways to give to family members that don’t even require the filing of a gift tax return . . . more

Teaching Life Lessons
What’s one of the best gifts to give a recent college graduate?  It might be the gift of financial advice . . . more

Squeezing Cash from Collectibles
Whether you collect stamps, vintage postcards or paperweights, the day may come when you want to turn your treasures into cash . . . more

Keep Living Trusts Alive
Revocable living trusts are often a valuable part of an estate plan.  In states where probate is time-consuming and costly, living trusts are almost a necessity . . . 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.

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

April 2014 Archive
Executor” Is Not an Honorary Position
• Trusts That Benefit You and Our Future
• Bring New Life to an Old Policy
• Lifelong Strategies for Effective Philanthropy



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.