January 2010 Archive
• Converting to a Roth IRA? It’s a Good Time to Give
• A Thoughtful Resolution for 2010
• “I Don’t Need a Will Because . . . ”
December 2009 Archive
• Charitable Remainder Trusts for Disabled Beneficiaries
• Estate Planning for the Care of Pets
• Last Minute Gifts Can Reduce 2009 Taxes
• Make Plans for Someone to Handle Your Finances
November 2009 Archive
• Year-End Gift Ideas Worth Considering
• Time to Review Estate Plans
• Leave Us Your “Tax-Burdened” Assets
• When Financial Accounts “Go Missing”
October 2009 Archive
• Preparing for the Future
• Create Deductions When You Convert to a Roth IRA
• What is the Worst Tax You Can Imagine?
• A Charitable Trust in Your Will?
September 2009 Archive
• Mrs. Kroc’s Remarkable Legacy
• Advantages of Giving Real Estate
• Gifts of Real Estate with Retained Benefits
• Asset Giving Guide to Real Estate
August 2009 Archive
• Practical Estate Planning
• Bonds Offer Excellent Gift Opportunities
• “Change-Your-Mind” Gift Options
• Gifts Can Be a Bargain! |