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Personal Planning Ideas

Not Your Usual Graduation Gift
At colleges across the country, new graduates will be marching across stages to receive diplomas . . . more

Anticipate – and Hopefully Avoid – Estate Disputes
Having an up-to-date estate plan goes a long way towards resolving family squabbles — but there may be disputes nonetheless . . . more

Good Estate Planning for Poor Health
As soon as spouses begin accumulating assets, they should each have a will drafted.  The serious illness of either spouse is an indication that it’s time to revisit those plans . . . more

Helping Mom and Dad – without Intruding
Some elderly parents are more than happy to let their children take over the job of paying bills, reconciling the checkbook and making deposits, especially if the parent is a widow or widower who never handled the financial responsibilities of the marriage . . . 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.

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

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