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Personal Planning Ideas

How Much Insurance Do You Really Need?
When estates as low as $600,000 were subject to tax (as recently as 1997), having life insurance was often an important tool in estate planning . . . more

Talk about the Estate Planning Facts of Life
Every parent who has had “that talk” with a child knows how awkward the situation can be . . . more

Tying the Knot, Senior Style
Call the caterer.  Order the flowers.  Reserve the hall.  Send a change of address to AARP . . . more

How Will You Spend Your Retirement Savings?
In building a retirement nest egg, it’s important to decide whether you plan to live solely off the earnings of your savings or whether you plan to dip into principal during your retirement years . . . 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.


March 2017 Archive
• Spring Cleaning for Estates
• Endowment: The Gift That Keeps on Giving
• Timing Can Be Everything in Gift Planning
• Is It Ever Too Late to Write (or Revise) a Will?

February 2017 Archive
• Be Ready for Stormy Weather
• It’s Gift Tax Time, Too
• Counting on Retirement
• Estate Plans: They’re Not Just for Couples

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


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