Personal Planning Ideas

Giving Opportunities Extended Through 2021
The CARES Act (Coronavirus Aid, Relief, and Economic Security) of 2020 included provisions designed to encourage gifts to charity during the pandemic ... more

Wills Are for Everyone
“I don’t need a will. My wife (or husband) and I own everything in joint names ... more

Planning Tips for 2021
Here are some ideas to make 2021 a better financial year than 2020 ... more

QCDs and IRAs Don’t Mix
Many IRA owners who have reached age 70½ make their charitable gifts from their IRAs ... more

Fall 2020 Archive
• What You Need in Addition to a Will
• Four Ideas for Seniors
• Getting More Than Satisfaction From Your Gifts
• Seven Moves to Make Before Year’s End

Summer 2020 Archive
• Five Creative Ideas for Giving
• What Can Your Will Do?
• Getting to the Right Place
• Savings Bonds Don’t Live Forever

Spring 2020 Archive
• Virus Prompts Tax Changes
• Make Estate Planning a Family Affair
• Bring New Life to Your Estate Plans
• Retirement Plans 101

Winter 2020 Archive
• Retirement Planning Changes Ahead
• Estate Planning—With or Without Taxes
• Helping Grandchildren Retire
• Four Bright Ideas for Seniors

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