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Estate Planning Means More Than Money
Almost everyone knows the first names of both of their parents . . . more

What a Difference 25 Years Can Make
A lot has changed in the US since 1994 . . . more

Rules, Rules, Rules
Never swim alone . . . always cross at the intersection . . . don’t text and drive . . . more

Who Gets the Life Insurance?
Locate all your life insurance policies and look at who is named beneficiary . . . 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 2019 Archive
• Estate Planning as an Expression of Love
• How Can I Include Charity in My Estate Plan?
• Retirement Fund Gifts and Other Beneficiary Designations
• The High Cost of Not Planning Your Estate

February 2019 Archive
• Taxes Aren’t the Only Reason
• Planning for Your Digital Estate
• Selling Stock? Call Your Tax Advisor First
• Assets You Might Not Have Considered for Giving

January 2019 Archive
• New Look to 2018 Income Taxes
• Be an IRA Early Bird
• Get 2019 Off to a Good Start
• Put Life in Your Living Trust

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• Six Ways Your Estate Plan Can Go Out of Date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


St. Bonaventure Indian School is a private, Catholic school located at the southeastern edge of the Navajo Nation in Thoreau, NM. The school is one of the ministries of St. Bonaventure Indian Mission which serves the Diné of the area.

Contact Us

25 Navarre Blvd W , Thoreau, NM 87323