Personal Planning Ideas

Gift Ideas That Aren’t Written in Stone
Many donors want to help charity, but feel they need to maintain full control over their financial resources during life . . . more

Retirement Plans 101
Virtually all wage earners may place funds into IRAs, currently up to $5,500 per year . . . more

Starting Grandkids Out Right Financially
Your granddaughter is working as a lifeguard this summer and in a card shop on weekends during the school year . . . more

No Comparison to Having an Estate Plan
Is having an estate plan really all that important?  Consider a brother and sister, Larry and Mary, each married with two children . . . 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.


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

April 2017 Archive
• It Doesn’t Have to Be All or Nothing
• Home Sweet Tax Shelter
• The Graying of the Boomers
• Time for a Roth IRA Conversion?

March 2017 Archive
• The Nuts and Bolts of Charitable Gift Annuities
• Who’s the Right Executor for Your Estate?
• Planning after Losing a Spouse
• Charitable Giving’s Top Three

February 2017 Archive
• Home Is Where the Business Is
• What’s Ahead, Tax-Wise, in 2017?
• Helping Parents with Charitable Gift Annuities
• Estate Planning to Minimize Future Family Conflicts

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

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