Personal Planning Ideas
Volunteering for Deductions
Charities of nearly every kind rely on the services of volunteers, whether it’s delivering flowers to patients’ rooms at hospitals, walking dogs for an animal shelter, responding to natural disasters or working in a museum gift shop . . . more
Advantages and Disadvantages of Joint Ownership
Many married couples own the major assets — homes, cars, bank accounts, brokerage accounts, etc. — in their joint names . . . more
Involve Family in Charitable Estate Planning
Family members often are aware that parents or other relatives give generously to favorite charities, and therefore aren’t surprised to learn that they have included charitable gifts in estate plans . . . more
Time to Review Investments
With the recent increase in stock market values, it may be time to review your investments . . . more
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
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
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.