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Planning for Disability
Middle-aged Americans are five times more likely to suffer a disability that leaves them unable to work than they are to die. Many employees are covered for short-term disability – three to six months – but far fewer are insured against the long-term loss of earning power . . . more
Gift Opportunities of Business Owners
People who own their own businesses (95% of all U.S. businesses are family owned) have special tax, financial and estate planning concerns. But they also have exceptional prospects when it comes to making gifts to the charitable organizations they support . . . more
Special Needs Trusts Offer Solutions
Parents who have a son or daughter with disabilities may find it inadvisable to leave that child a large inheritance. Adverse consequences might include . . . more
Best Gift Ideas When Interest Rates Decline
Low interest rates are helpful if you are in the market for a home mortgage or a car loan, but low interest rates also can improve the tax results of certain charitable contributions . . . more
Be sure to check this site each month for new planning ideas.
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’s 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
Copyright © 2008 by R&R Newkirk. All rights reserved.
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.
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