Personal Planning Ideas

Estate Planning Means More Than Money
Almost everyone knows the first names of both of their parents . . . more

What a Difference 25 Years Can Make
A lot has changed in the US since 1994 . . . more

Rules, Rules, Rules
Never swim alone . . . always cross at the intersection . . . don’t text and drive . . . more

Who Gets the Life Insurance?
Locate all your life insurance policies and look at who is named beneficiary . . . 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.

March 2019 Archive
• Estate Planning as an Expression of Love
• How Can I Include Charity in My Estate Plan?
• Retirement Fund Gifts and Other Beneficiary Designations
• The High Cost of Not Planning Your Estate

February 2019 Archive
• Taxes Aren’t the Only Reason
• Planning for Your Digital Estate
• Selling Stock? Call Your Tax Advisor First
• Assets You Might Not Have Considered for Giving

January 2019 Archive
• New Look to 2018 Income Taxes
• Be an IRA Early Bird
• Get 2019 Off to a Good Start
• Put Life in Your Living Trust

December 2018 Archive
• Differences Ahead
• There's Still Time
• What Is This Thing Worth?
• Fighting the Battle of the Estate Bulge

November 2018 Archive
• Planning for This Year . . . and Next
• Caution: Inheritances Ahead
• Buy? Sell? Ask Questions First
• Get a Deduction for Doing Nothing

October 2018 Archive
• Stock for a Gift Annuity: A Great Trade
• Creative Year-End Giving Ideas
• Six Ways Your Estate Plan Can Go Out of Date
• The High Cost of Not Having a Will