Personal Planning Archives
April 2012 Archive
- Best Gift Opportunities in 2012
- Gifts of Corporate Bonds
- Are CDs Nearing Maturity? Consider a Charitable Gift Annuity
- What Is a Codicil?
- How Much Will Probate Cost Your Estate?
- Which of Your Assets Will Be Subject to Probate?
- Bargain Sales Let You Share Investment Success
-
Marrying Again? See a Financial Planner
- Contribution Strategy if Congress Delays Extending the IRA Gift Law
- Avoiding Accidental Disinheritance
- A True Pioneer in “Leaving a Legacy”
- Coping with Low Interest Rates
January 2012 Archive
- Providing for a Spouse and Our Future, Too
- Charitable Remainder Trusts for “Special Needs” Beneficiaries
- The Satisfaction of Memorial Gifts
- The Will the State Has Written for You
December 2011 Archive
- Window of Opportunity on Charitable Gift Annuities
- Will Charitable Giving Tax Incentives Be Reduced?
- Planning After the Death of a Spouse
- A Word about Guardianships
- Life Insurance Gifts: They’re Not All or Nothing
- A Retirement Savings Tip from the Polar Explorers
November 2011 Archive
- Will Your Estate Owe State Taxes?
- Bonus Tax Savings from Direct IRA Gifts
- Creating Charitable Gift Annuities from Retirement Accounts
- Don’t Let Probate Cause Problems for Your Family
October 2011 Archive
- Cancel a Tax Curse through Wise Estate Planning
- Using IRAs for Charitable Bequests Helps Nontaxable Estates, Too
- Minimize Taxes from “Like-Kind” Exchanges
- Touch the Future with Your Estate Plan
September 2011 Archive
- Planning Endowment Gifts
- Make Your Will a Personal Statement
- U.S. Savings Bonds Tool
- Plan an Annual Financial Review
August 2011 Archive
- Play the Inheritance Game Show
- Will 2011 Be a Year of Unusual Income?
- Why Are Gift Annuities So Popular with Women?
- What Is the Status of Your Health Care Directives?
July 2011 Archive
- Four Steps to a Lower Tax Bill
- Volunteers Need Letter to Back Up Expense Deductions
- Why Are IRAs Taxed So Heavily at Death?
- What People Typically Set Up Charitable Gift Annuities?
- Life Insurance Benefits Can Be Shared
June 2011 Archive
- Planning for Someone to Manage Your Financial Affairs
- Payout Rate Changes Ahead for Charitable Gift Annuities
- Protecting Against the Costs of Long-Term Illness
- Advantages of “Accelerating” Bequests
May 2011 Archive
- IRAs Are Your Best Charitable Giving Resource—If You Qualify
- Planning for Those Who Live Alone
- Good Assets to Leave to Charity in Your Will
- Selling Your Business? It’s a Good Time for a Gift
April 2011 Archive
- Too Young for IRA Giving? Consider an Estate Gift
- Estate Tax Returns Needed for Spouses, “Just in Case”
- Family Gifts Less Taxing in 2011 and 2012
- Do I Really Need a Will?
March 2011 Archive
- How “Ancient” Is Your Will?
- Life Insurance Can Make a Perfect Gift
- Too Young for Estate Planning?
- A Temporary Gift from Your Estate Plan
February 2011 Archive
- Reduce the Tax Bite from 2010 Roth IRA Conversions
- Did You Inherit a Capital Gains Problem in 2010?
- Keep in Mind: Tax Relief is Only Temporary
- Probate: A Continuing Estate Planning Concern
- Probate Planning Strategies
January 2011 Archive
- New Legislation Will Affect All Taxpayers
- Congress Renews IRA Gift Opportunity for 2010 and 2011
- Estate Tax Exemption Now $5 Million … But You Still Need Estate Planning
- Tax Changes Encourage Charitable Giving
December 2010 Archive
- Customize Your Estate Plan With a Charitable Remainder Trust
- Family Pets and Your Estate Plan
- Best Assets for Year-End Giving
- Planning for Stocks that Have Declined in Value
November 2010 Archive
- Use Codicils for Minor Changes in a Will
- “Charitable Estate Planning” if Federal Estate Taxes Won’t Be a Concern
- Charitable Gifts Before 2011 Can Avoid Deduction Cutbacks
- Bonds Offer Excellent Gift Opportunities
October 2010 Archive
- Be Cautious About Charitable Gift Restrictions
- Plan Your Journey to Year-End Tax Savings
- Gift Opportunities With Closely Held Stock
- Matching Gifts can Magnify Your Support
- Heirs of 2010 Estates may Face Capital Gains Taxes
September 2010 Archive
- A Trust for You, Your Family and Future Generations
- Your “Ultimate Contingent Beneficiary”
- Consider Life Insurance in Your Gift Planning
- Added Value for Your Year-End Gifts
August 2010 Archive
- CDs Nearing Maturity? Consider a Charitable Gift Annuity
- Charitable Gift Annuities Can Help Investors “Bail Out”
- A Legacy of Personal Values
- Supplement Your Will With a Letter of Instruction
July 2010 Archive
- Communicating Your Estate Plans to Family Members
- How do Smart Donors Give to Charities?
- Avoid Hidden Losses in Your Estate
- Choosing Your Executor
June 2010 Archive
- Planning a Worry-Free Vacation
- Gift Opportunities and Vacations
- Keeping a "Life Estate" in Vacation Property
- Avoiding Tax Upon the Sale of Vacation Property
May 2010 Archive
- Philanthropy as a Family Affair
- Low-Risk Places to Keep Some Cash
- What is probate ... and can you avoid it?
- Revocable Living Trusts can Bypass Probate
April 2010 Archive
- IRA Gift Opportunity Expected to Be Renewed
- Investors Welcome Back Bull Market ... and Capital Gains Concerns
- Planning a Will That Makes You Feel Good!
- Customize Your Estate Plan with a Trust
- Will State Taxes Shrink Your Estate?
- Protecting Against the Costs of Long-Term Illness
- Check with Charities When Making Estate Gifts
- Getting Started in Estate Planning
- Temporary Estate Tax Repeal Sows Confusion for Estates
- Lessons in Tax Reduction from an Eccentric Artist
- Charitable Gifts from a Revocable Living Trust
- Payments from Charitable Gift Annuities Are Worth More Than You Might Think
- Social Security Taxes in 2010
- Converting to a Roth IRA? It’s a Good Time to Give
- How Accurate is the Rule of 72?
- A Thoughtful Resolution for 2010
- “I Don’t Need a Will Because . . . ”
- Charitable Remainder Trusts for Disabled Beneficiaries
- Estate Planning for the Care of Pets
- Last Minute Gifts Can Reduce 2009 Taxes
- Make Plans for Someone to Handle Your Finances
- Year-End Gift Ideas Worth Considering
- Time to Review Estate Plans
- Leave Us Your “Tax-Burdened” Assets
- When Financial Accounts “Go Missing”
October 2009 Archive
- Preparing for the Future
- Create Deductions When You Convert to a Roth IRA
- What is the Worst Tax You Can Imagine?
- A Charitable Trust in Your Will?
- Mrs. Kroc’s Remarkable Legacy
- Advantages of Giving Real Estate
- Gifts of Real Estate with Retained Benefits
- Asset Giving Guide to Real Estate
- Practical Estate Planning
- Bonds Offer Excellent Gift Opportunities
- “Change-Your-Mind” Gift Options
- Gifts Can Be a Bargain!
- Protecting Against the Costs of Long-Term Illness
- Inquire into State Estate Taxes
- Gift Opportunities for Farmers and Ranchers
- Demystifying the Language of Estate Planning
- Gift annuities in a will?
- Trusts for disabled family members
- Sharing charitable bequests with a spouse
- Cutting estate tax with trusts
- Minimizing taxes on savings bonds
- A Good Time to Give a House to Your Kids
- Consider Contributing a Piece of Your Business
- Enjoy Retirement, Then Leave Your IRA to a Good Cause!
- Practical Will Planning
- A Legacy of Personal Values
- Preparing for the Future by Trading Chores
- Simple Estate Gifts from Financial and Brokerage Accounts
- Property Ownership: The Parts May Be Worth More Than the Whole
