Personal Planning Ideas

Reasons You Need a Will
If you need to be convinced that a will is important, here are six reasons . . . more

Do More with a Living Trust
Having a will is an essential first step in a complete estate plan, but many people choose to add a revocable living trust . . . more

Revocable vs. Irrevocable Charitable Options
There are a variety of choices available when making gifts to charity, including some for those who hesitate to part permanently with their assets . . . more

Worth the Wait?
Those over age 70½ who were hoping to make charitable gifts this year from their IRAs may have to wait a little longer to see if Congress reinstates the law allowing tax-free qualified charitable distributions (QCDs) . . . 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 2015 Archive
• What Money Can’t Buy
• Planning for Four-Legged Beneficiaries
• The Not-So-Wicked Stepparent
• Planning Your Digital Estate

August 2015 Archive
• Not All Payments Are Created Equal
• Collecting – for Fun and Profit
• It's Up to You
• Get a Pay Increase from Social Security Just for Waiting

July 2015 Archive
• Yours for the Asking
• Swimming Upstream
• Weighing the Risks and Rewards of Investing
• Is It Time to Sell?

June 2015 Archive
• Avoid the Rush; Start Planning for Year End Now
• Bring Your Living Trust to Life
• The Benefits of Nepotism
• Never Too Old to Learn New Tricks or Save Taxes

May 2015 Archive
• Know When to Hold ’Em
• Don’t "Misplace" Beneficiaries
• Prevent "Stale" Wills
• Keeping Loans in the Family

April 2015 Archive
• Who’s Getting Your Money?
• Surviving the Roller Coaster Ride
• Value Averaging: An Alternative to Dollar Cost Averaging
• What Lessons Can You Learn from Your Tax Return?

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.