Personal Planning Ideas

Clock Is Ticking
If you’re over age 70½ and haven’t taken the required minimum distribution from your IRA this year, there’s still time to make a charitable gift and save income taxes . . . more

The Importance of Health Care Directives
Health care directives allow you to tell your family and medical care team the level of life-sustaining medical treatment, artificial nutrition or hydration you want maintained if you become unconscious and have no chance of recovery from an accident or illness . . . more

Two Year–End Gifts to Consider
Gifts of securities that have gone up in value can enable you to do far more for charity . . . more

The Uncertainty of Estate Taxes
Ben Franklin is credited with the quotation that “nothing is certain but death and taxes” . . . 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 2017 Archive
• Being Prepared Means More than Just Batteries and Water
• Retiring in 2018? Take These Steps First
• Beneficiary Designations and Joint Property
• A Deduction for Doing Nothing

September 2017 Archive
• Don't Shortchange the IRS
• Special Planning for Special Needs
• Whose Property Is It? Only Title Will Tell
• A Place for Bonds in Your Portfolio

August 2017 Archive
• Practical Uses for Irrevocable Trusts
• Home Sweet Home: Where’s Yours?
• What a Problem to Have!
• The Best Things in Life Are “Free”

July 2017 Archive
• Gift Ideas That Aren’t Written in Stone
• Retirement Plans 101
• Starting Grandkids Out Right Financially
• No Comparison to Having an Estate Plan

June 2017 Archive
• Not Your Usual Graduation Gift
• Anticipate – and Hopefully Avoid – Estate Disputes
• Good Estate Planning for Poor Health
• Helping Mom and Dad – without Intruding

May 2017 Archive
• Volunteering for Deductions
• Advantages and Disadvantages of Joint Ownership
• Involve Family in Charitable Estate Planning
• Time to Review Investments

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