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Personal Planning Ideas

Be Ready for Stormy Weather
Hurricanes, tornadoes, floods, fires, mudslides — Americans have endured these and other natural disasters over the past year . . . more

It’s Gift Tax Time, Too
Most Americans know April 15 (April 16 this year) is the deadline for filing income tax returns, but did you know it’s also the last day for filing gift tax returns for gifts made in 2017? . . . more

Counting on Retirement
The internet offers dozens — maybe even hundreds — of retirement calculators that purport to tell you how much income you’ll need when you retirement . . . more

Estate Plans: They’re Not Just for Couples
Do you think that, just because you’re not married and don’t have kids, you don’t need an estate plan? . . . 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 2017 Archive
• The Incredible Shrinking Estate Tax
• Standard Deductions Take Giant Leap
• Think Twice Before . . .
• Start 2018 on the Right Foot

December 2017 Archive
• Everyone Still Needs Estate Planning
• Too Young for Estate Planning?
• Extraordinary Ideas for Estate Gifts
• IRS Announces Cost-of-Living Adjustments for 2018

November 2017 Archive
• Clock Is Ticking
• The Importance of Health Care Directives
• Two Year–End Gifts to Consider
• The Uncertainty of Estate Taxes

October 2017 Archive
• Being Prepared Means More than Just Batteries and Water
• Retiring in 2018? Take These Steps First
• Beneficiary Designations and Joint Property
• A Deduction for Doing Nothing

September 2017 Archive
• Don't Shortchange the IRS
• Special Planning for Special Needs
• Whose Property Is It? Only Title Will Tell
• A Place for Bonds in Your Portfolio

August 2017 Archive
• Practical Uses for Irrevocable Trusts
• Home Sweet Home: Where’s Yours?
• What a Problem to Have!
• The Best Things in Life Are “Free”