Personal Planning Ideas

Take A ‘Selfie’ of Your Home
No one wants to think about losing household possessions to natural disaster, but the job of recovery can be made easier if you take time in advance to record your home and its contents . . . more

When a Family Member Needs Extra Help
Parents continue to worry about their children long after they’ve left the nest, but that is especially true for parents of children with special needs . . . more

Are You Ready For Retirement?
Those nearing retirement should consider the next phase of their lives as a new “job.”  In preparing for that new career, there are several questions to ask yourself . . . more

Raising Philanthropic Children and Grandchildren
Children aren’t born with a philanthropy gene; generosity has to be taught from an early age.  Some parents give an allowance that is divided into three parts — savings, contributions and spending money . . . 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.

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

March 2014 Archive
• Should I Try to Avoid Probate?
• What Are the Differences between Wills and Trusts?
• Questions to Ask Before Retaining an Estate Planning Attorney
• Who Sets Up Charitable Gift Annuities?



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.