Personal Planning Ideas

Contribution Strategy if Congress Delays Extending the IRA Gift Law
Qualified charitable distributions from IRAs should be the preferred method of charitable giving in 2012 for qualified individuals (IRA owners age 70½ and older). . . more

Avoiding Accidental Disinheritance
“Oops . . . I accidentally disinherited my son and two daughters.”  That’s a risk that may apply to many second-marriage situations . . . more

A True Pioneer in “Leaving a Legacy”
Gift planning officers sometimes use the term “deferred giving” to describe charitable gifts that donors arrange today, with charity’s benefit postponed until some future year . . . more

Coping with Low Interest Rates
Many investors pine for the days of high interest rates on certificates of deposits and other savings, and if we all live long enough, those rates may return. . . 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.

January 2012 Archive
Providing for a Spouse and Our Future, Too
Charitable Remainder Trusts for “Special Needs” Beneficiaries
The Satisfaction of Memorial Gifts
The Will the State Has Written for You

December 2011 Archive
Window of Opportunity on Charitable Gift Annuities
Will Charitable Giving Tax Incentives Be Reduced?
Planning after the Death of a Spouse
A Word about Guardianships
Life Insurance Gifts:  They’re Not All or Nothing
A Retirement Savings Tip from the Polar Explorers

November 2011 Archive
Will Your Estate Owe State Death Taxes?
Bonus Tax Savings from Direct IRA Gifts
Creating Charitable Gift Annuities from Retirement Accounts
Don’t Let Probate Cause Problems for Your Family  

October 2011 Archive
Cancel a Tax Curse through Wise Estate Planning
Using IRAs for Charitable Bequests Helps Nontaxable Estates, Too 
Touch the Future with Your Estate Plan   

September 2011 Archive
Planning Endowment Gifts
Make Your Will a Personal Statement 
U.S. Savings Bonds Tools   
Plan an Annual Financial Review

August 2011 Archive
Play the Inheritance Game Show
Will 2011 Be a Year of Unusual Income?
Why Are Gift Annuities So Popular with Women?  
What Is the Status of Your Health Care Directives?

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.