Personal Planning Ideas

A To–Do List for Your Estate Plan
Make (and update) your will ... more

Estate Gifts From Donor Advised Funds
It’s possible to provide a legacy to charity through beneficiary designations on life insurance policies, retirement accounts and most other financial arrangements ... more

Where Should You Store Your Will?
A skillfully drafted, up-to-date will may be meaningless unless it can be found when needed ... more

Special Needs Trusts and Your Planning
Government programs are available for many disabled people, but government funding typically does not cover expenses, such as transportation costs to visit family members, reading material and even toiletries ... more

Winter 2023 Archive
• A New Twist for IRA Gifts
• Gift Annuity Rates Get Another Boost
• Investing During Turbulent Times
• Catch–Up IRA Contributions Set To Rise

Fall 2022 Archive
• Don’t Overlook Gifts from IRAs
• Review Estate Plans in Light of Market Decline
• Inflation Takes a Toll on Nest Eggs Too
• An Easy Tax Refund

Summer 2022 Archive
• Gift Annuity Rates increased
• Investments Dropped? It’s Time To Review
• Ready for Retirement?
• Squeezing Cash From Collectibles

Spring 2022 Archive
• Make Your Estate Gift Today
• Tips for Couples Marrying Later in Life
• Too Young for Estate Planning?
• Where to Begin