Personal Planning Ideas

Home Is Where the Business Is
For some taxpayers, their home office is their only place of business . . . more

What’s Ahead, Tax-Wise, in 2017?
With a new Congress and occupant in the White House, there’s been much discussion about possible tax law reform . . . more

Helping Parents with Charitable Gift Annuities
Charitable gift annuities are generally arranged by donors who are at or near retirement age . . . more

Estate Planning to Minimize Future Family Conflicts
As much as parents try, it’s usually impossible to divide an estate into precisely equal shares for their children — and sometimes that’s not a parent’s goal . . . 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.


January 2017 Archive
• Review Beneficiary Designation Regularly
• Do You Really Need a Lawyer?
• The View from on High
• Q&A on Leaving a Legacy from a Retirement Account

December 2016 Archive
• There’s Still Time
• Some Numbers Looking Up
• A Baker’s Dozen Year-End Ideas
• Tax Milestones for All Ages

November 2016 Archive
• Finding Opportunities in Losses
• Sources for Immediate Cash Needs
• Happy Birthday to the Estate Tax
• Contrarian Advice

October 2016 Archive
• Higher Medicare Prices on the Way
• Review 2015 Income Tax Return
• Prospecting for Gold in Old Stock Certificates
• Papers You’ll Need if You’re Named Executor

September 2016 Archive
• Charitable Gifts that Allow You to Change Your Mind
• Getting the Most from Gifts of Appreciated Stock
• Options for Helping Charity from Retirement Accounts
• Which to Choose — A Will or a Revocable Living Trust?

August 2016 Archive
• Caution: Baby Boomers Ahead
• More Help for Those Needing a Little Extra
• What to Look for in Long-Term Care Insurance Policies
• Back-to-School Specials That Include Charity

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