Personal Planning Ideas

May Articles:

Planning Your Bequests
Who should receive what—and how much—from your estate plan? It's fairly common for one spouse to leave his or her entire estate to the surviving spouse... Read More

Cash In Valuable Collections, Tax Free
Gerald has collected rare books for most of his life—quite successfully, in fact. He's invested $100,000 over the years and the collection has grown in value... Read More

Grow Your Retirement Nest Egg with a Gift
Jeanne, a 50-year-old corporate vice president, is concerned that she is paying enormous income taxes that also reduce the amount she can save for retirement...Read More

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Article Archive:

April 2008 Archive
Planning Your Estate
Tax Savings Without Estate Taxes
Lifetime Gift Arrangements Take On More Importance

March 2008 Archive
Planning for Disability
Gift Opportunities of Business Owners
Special Needs Trusts Offer Solutions
Best Gift Ideas When Interest Rates Decline

February 2008 Archive
Setting Investment Goals
A Trust for You, Your Family and Our Future
Estate Gifts That Save Taxes

January 2008 Archive
Estate Planning for the Brady Bunch - Avoiding Accidental Disinheritance
Johnny Appleseed: Planned Giving Pioneer
Coping with Low Interest Rates

December 2007 Archive
Critic's Guide to Estate Planning Tools
Review Your Estate Plan Before Year End
Accomplish Family Goals with a Gift
What Will Your Savings Grow to in the Future?

November 2007 Archive
Seven Year-End Tax Planning Ideas
Best Assets for Charitable Giving at Year's End
Plan Ahead for Zero Capital Gains Taxes

October 2007 Archive
Planning for Alternative Minimum Tax
Four Ages of Philanthropy?
Advantages of Giving Real Estate

September 2007 Archive
Advantages of a Living Trust
Time Growing Short for IRA Gifts
Planning Ideas When Stock Values Decline

August 2007 Archive
Designing an “Heir-Fair” Estate Plan
Charitable Bequests Without Changing Your Will
Where Should You Store Your Will?

July 2007 Archive
Congress Extends “Childhood” for Tax Purposes
Real Estate Investing Made Easier
Deferred Gifts of Vacation Property

June 2007 Archive
Some Conventional Wisdom on Investing
Dipping Your Toe in the Stock Market
Profit Taking to Become Less Expensive

May 2007 Archive
What to Do About That Stock Market
Do You Know Where Your Accounts Are?
The World’s Oldest Will

April 2007 Archive
Discussing Finances with Parents
“Retire” from Being a Landlord
Life Insurance Can Make an Ideal Gift

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