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Personal Planning Ideas

Practical Uses for Irrevocable Trusts
Unlike the revocable living trust, which can be changed or cancelled at any time during your life, most trusts created as part of an estate plan are irrevocable and cannot be changed by the trustee or the beneficiaries . . . more

Home Sweet Home: Where’s Yours?
There are many reasons for owning two residences: to take advantage of a different climate, maintain roots near the family home, run a business in a second location or just to get away from it all . . . more

What a Problem to Have!
Your investments outperformed your broker’s most optimistic predictions this year, leaving you with a capital gains-laden portfolio . . . more

The Best Things in Life Are “Free”
“Free gift” is a phrase that crops up so often in advertising that we forget it’s redundant . . . 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.

July 2017 Archive
• Gift Ideas That Aren’t Written in Stone
• Retirement Plans 101
• Starting Grandkids Out Right Financially
• No Comparison to Having an Estate Plan

June 2017 Archive
• Not Your Usual Graduation Gift
• Anticipate – and Hopefully Avoid – Estate Disputes
• Good Estate Planning for Poor Health
• Helping Mom and Dad – without Intruding

May 2017 Archive
• Volunteering for Deductions
• Advantages and Disadvantages of Joint Ownership
• Involve Family in Charitable Estate Planning
• Time to Review Investments

April 2017 Archive
• It Doesn’t Have to Be All or Nothing
• Home Sweet Tax Shelter
• The Graying of the Boomers
• Time for a Roth IRA Conversion?

March 2017 Archive
• The Nuts and Bolts of Charitable Gift Annuities
• Who’s the Right Executor for Your Estate?
• Planning after Losing a Spouse
• Charitable Giving’s Top Three

February 2017 Archive
• Home Is Where the Business Is
• What’s Ahead, Tax-Wise, in 2017?
• Helping Parents with Charitable Gift Annuities
• Estate Planning to Minimize Future Family Conflicts

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