Personal Planning Ideas

Volunteering for Deductions
Charities of nearly every kind rely on the services of volunteers, whether it’s delivering flowers to patients’ rooms at hospitals, walking dogs for an animal shelter, responding to natural disasters or working in a museum gift shop . . . more

Advantages and Disadvantages of Joint Ownership
Many married couples own the major assets — homes, cars, bank accounts, brokerage accounts, etc. — in their joint names . . . more

Involve Family in Charitable Estate Planning
Family members often are aware that parents or other relatives give generously to favorite charities, and therefore aren’t surprised to learn that they have included charitable gifts in estate plans . . . more

Time to Review Investments
With the recent increase in stock market values, it may be time to review your investments . . . more


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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

January 2017 Archive
• Review Beneficiary Designation Regularly
• Do You Really Need a Lawyer?
• The View from on High
• Q&A on Leaving a Legacy from a Retirement Account

December 2016 Archive
• There’s Still Time
• Some Numbers Looking Up
• A Baker’s Dozen Year-End Ideas
• Tax Milestones for All Ages

November 2016 Archive
• Finding Opportunities in Losses
• Sources for Immediate Cash Needs
• Happy Birthday to the Estate Tax
• Contrarian Advice


“Many people say, “I don't have the courage to make this sacrifice.” Let them do what I did: exert a great effort. God never refuses that first grace which gives one the courage to act.”