Personal Planning Ideas

A Trust for You, Your Family and Future Generations
What are your personal financial goals?  Would you like to have someone professionally manage some of your assets and investments?  Would you like to relieve your family of future money management worries? . . . more

Your “Ultimate Contingent Beneficiary”
It happens more often than you might think:  A person passes away, and has outlived all the people named in his or her will . . . more

Consider Life Insurance in Your Gift Planning
Life insurance can often be an ideal subject for charitable giving – especially “surplus” policies that are no longer needed for family security . . . more

Added Value for Your Year-End Gifts
Many thoughtful (and tax-wise) individuals make gifts to worthwhile organizations as the year comes to a close.  Many know they can magnify their giving, and charitable deductions, by choosing carefully the assets that they contribute . . . 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.

August 2010 Archive
Are CDs Nearing Maturity? Consider a Charitable Gift Annuity
Charitable Gift Annuities Can Help Investors “Bail Out”
Movie Buff’s Guide to Estate Planning Choices 
A Legacy of Personal Values
Supplement Your Will with a Letter of Instruction

July 2010 Archive
Communicating Your Estate Plans to Family Members
How Do Smart Donors Give to Charities?
Avoid Hidden Losses in Your Estate
Choosing Your Executor

June 2010 Archive
Planning a Worry-Free Vacation
Keeping a “Life Estate” in Vacation Property
Avoiding Tax upon the Sale of Vacation Property

May 2010 Archive
Philanthropy as a Family Affair
Low-Risk Places to Keep Some Cash
What is Probate...and Can You Avoid It?
Revocable Living Trusts Can Bypass Probate

April 2010 Archive
IRA Gift Opportunity Expected to Be Renewed
Investors Welcome Back Bull Market . . . and Capital Gains Concerns
Planning a Will That Makes You Feel Good!
Customize Your Estate Plan with a Trust

March 2010 Archive
Will State “Death Taxes” Shrink Your Estate?
Protecting Against the Costs of Long-Term Illness
Check with Charities When Making Estate Gifts
Getting Started in Estate Planning

Copyright © 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.