Personal Planning Ideas

New Look to 2018 Income Taxes
Taxpayers will soon be facing their first filing season under the Tax Cuts and Jobs Act of 2017 . . . more

Be an IRA Early Bird
The contribution limit for IRAs increased to $6,000 for 2019, with an additional $1,000 allowed for eligible taxpayers age 50 or older . . . more

Get 2019 Off to a Good Start
While the year is still young, there are several steps to make 2019 a better year financially . . . more

Put Life in Your Living Trust
Revocable living trusts are often a valuable part of 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.

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• Six Ways Your Estate Plan Can Go Out of Date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

July 2018 Archive
• I Have a Will — Do I Also Need a Living Trust?
• Reviewing Beneficiary Designations
• When Do I Need to Update My Will?
• Estate Planning for Those on Their Own