Personal Planning Ideas

Will State “Death Taxes” Shrink Your Estate?
The federal estate tax has affected relatively few people in recent years, but many states tax estates at death, and your assets could be affected . . . more

Protecting Against the Costs of Long-Term Illness
The expense of catastrophic illness and long-term nursing home care ranks as one of the major concerns of aging Americans and their families . . . more

Check with Charities When Making Estate Gifts
Many gift officers report that three out of four charitable bequests arrive without prior announcement from donors or their advisers . . . more

Getting Started in Estate Planning
Most people agree they need a will, but many never get around to doing anything about it . . . 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.

 

February 2010 Archive
Temporary Estate Tax Repeal Sows Confusion for Estates
Charitable Gifts from a Revocable Living Trust
Payments from Charitable Gift Annuities Are Worth More Than You Might Think
Social Security Taxes in 2010

January 2010 Archive
“I Don’t Need a Will Because . . . ”
Converting to a Roth IRA?  It’s a Good Time to Give
How Accurate Is the Rule of 72?
A Thoughtful Resolution for 2010

December 2009 Archive
Charitable Remainder Trusts for Disabled Beneficiaries
Estate Planning for the Care of Pets
Last Minute Gifts Can Reduce 2009 Taxes
Make Plans for Someone to Handle Your Finances

November 2009 Archive
Year-End Gift Ideas Worth Considering
Time to Review Estate Plans
Leave Us Your “Tax-Burdened” Assets
When Financial Accounts “Go Missing”

October 2009 Archive
Preparing for the Future
Create Deductions When You Convert to a Roth IRA
What is the Worst Tax You Can Imagine?
A Charitable Trust in Your Will?

September 2009 Archive
Mrs. Kroc’s Remarkable Legacy
Advantages of Giving Real Estate
Gifts of Real Estate with Retained Benefits
Asset Giving Guide to Real Estate

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.