Personal Planning Ideas

Not All Payments Are Created Equal
Paul and Steve each write checks for $500 to the same charity.  Paul’s check is an outright gift, while Steve’s check is for a ticket to the organization’s annual golf outing . . . more

Collecting – for Fun and Profit
Do you collect stamps, coins, wine or sports memorabilia?  If so, you have company . . . more

It’s Up to You
There are instant replays in baseball, football and even goal-line technology in soccer to determine whether the ball has completely crossed the goal line . . . more

Get a Pay Increase from Social Security Just for Waiting
The age for full retirement is 66, slowly increasing to age 67 for those born between 1955 and 1960 . . . more


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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?

March 2015 Archive
• Making the Best of a Bad Situation
• Pay Yourself, Not the IRS
• Doing the Unexpected
• April 15: More Than Income Taxes

February 2015 Archive
• Estate Planning’s Extra Innings
• Time to Redeem?
• Important — But Random — Numbers for 2015
• Don’t Put Too Many Strings on Bequests

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.