Personal Planning Ideas

When to Take Distributions?
Withdrawals from IRAs and 401(k) accounts prior to age 59½ generally will be subject to both income tax – at ordinary income rates – and a 10% penalty . . . more

Motivations for Giving
Why do you make gifts to charity? . . . more

Don’t Sweat the Market Drop
The stock market went for a wild ride last month, but that’s not a signal to start panicking . . . more

Wealth Transfer Tsunami Ahead?
A recent report by the Center on Wealth and Philanthropy at Boston College estimates that $59 trillion will be transferred from estates by 2061 . . . 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.

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?

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

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.