Personal Planning Ideas

Don’t Overlook Gifts from IRAs
Even though IRA owners can now postpone required minimum distributions until age 72, charitable gifts can still be made from IRAs beginning at age 70½ ... more

Review Estate Plans in Light of Market Decline
The Dow Jones is down significantly since it hit 36000 on Nov. 2, 2021 ... more

Inflation Takes a Toll on Nest Eggs Too
It may not be as noticeable as at the grocery checkout line or the gas pump, but inflation can take a toll on retirement savings as well ... more

An Easy Tax Refund
With travel opening up again and the dollar strong against foreign currencies, many Americans are planning trips abroad ... more


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

Winter 2022 Archive
• Top Three Assets for Lifetime Charitable Gifts
• Bonds Offer Gift Opportunities
• Make Beneficiary Forms Work for You
• How Do Wills and Trusts Differ?

Fall 2021 Archive
• Cinderella and Estate Planning
• Creative Ways To Give and Receive
• Not Your Usual Year-End Planning
• Keeping Capital Gains Away From the IRS