Personal Planning Ideas

Communicating Your Estate Plans to Family Members
Parents sometimes find it harder to talk to adult children about their estate plans than it was, years earlier, to have “the talk” about where babies come from . . . more

How Do Smart Donors Give to Charities?
Most Americans who give to charitable organizations simply write checks – or charge gifts to credit cards. But a recent IRS study suggests there may be better ways to give . . . more

Avoid Hidden Losses in Your Estate
“Estate shrinkage” can be a serious problem for many American families. We’re talking about the depletion of assets that occurs upon a person’s death, brought on by . . . more

Choosing Your Executor
Considerable thought should be devoted to carefully choosing an executor (sometimes called a personal representative) who will manage your affairs after death . . . 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.

June 2010 Archive
• Planning a Worry-Free Vacation
• Gift Opportunities and Vacations
• 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

February 2010 Archive
• Temporary Estate Tax Repeal Sows Confusion for Estates
• Lessons in Tax Reduction from an Eccentric Artist
• 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
• Converting to a Roth IRA? It’s a Good Time to Give
• A Thoughtful Resolution for 2010
• “I Don’t Need a Will Because . . . ”

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.