Personal Planning Ideas

Taxes Aren’t the Only Reason
Few people need to worry about estate taxes anymore . . . more

Planning for Your Digital Estate
Your estate planning should include supplying your executor or other trusted person with information about all your online storage and accounts, together with the necessary passwords and access codes . . . more

Selling Stock? Call Your Tax Advisor First
With the stock market on a roller coaster ride, many investors may be thinking it’s time to sell stock, to harvest gains or lock in losses to offset gains . . . more

Assets You Might Not Have Considered for Giving
Donors sometimes own assets that are no longer needed for financial security and could achieve greater significance as contributions . . . 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 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• Six Ways Your Estate Plan Can Go Out of Date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

September 2018 Archive
• Still Time to Make 2018 Better
• Six Reasons to Have a Will
• Buy? Sell? Ask Questions First
• Financial Communication Also Important in a Marriage

August 2018 Archive
• Jump-Starting Year-End Planning
• Revocable Charitable Gifts an Option to Consider
• Provide Family Support During Estate Administration
• Alternative Route to IRA Funds