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Personal Planning Ideas

Retirement Planning Changes Ahead
In late December, Congress passed and the President signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) . . . more

Estate Planning—With or Without Taxes
Estate planning is much more than just tax planning.  People whose estates are below the estate tax threshold ($11.58 million for 2020) still need wills and living trusts to address a variety of family and personal needs . . . more

Helping Grandchildren Retire
Politicians agree it’s important to “save Social Security,” even if they don’t agree on how to do so . . . more

Four Bright Ideas for Seniors
Retirees have special planning challenges and opportunities that may make a gift to a favorite charity especially attractive . . . more


Be sure to check this site each quarter for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each quarter, please click here.


Fall 2019 Archive
• Put IRA Withdrawals to Good Use
• Get Over the Deduction Hurdle
• Two Hidden Assets for Giving
•The Role of Wills and Trusts in Estate Planning

Summer 2019 Archive
• Figuring Your Net Worth
• Older Brides and Grooms Face Important Questions
• Reach IRA Funds Early
• Start Tax Planning Now

Spring 2019 Archive
• Spring Cleaning for Estate Plans
• Nervous About the Market’s Direction?
• Top Three Assets for Lifetime Charitable Giving
• Three Things About Wills That Aren’t True

Winter 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


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