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gift planning
Monthly Planning Tips

“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

Be sure to check this site each month for new planning ideas. If you would like to receive our Monthly Planning Tips by e-mail each month, please click here.


Archives:

December 2009 Archive
Charitable Remainder Trusts for Disabled Beneficiaries
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 Example:  Leave a Legacy
Advantages of Giving Real Estate
Gifts of Real Estate with Retained Benefits
Asset Giving Guide to Real Estate

August 2009 Archive
Practical Estate Planning
Bonds Offer Excellent Gift Opportunities
“Change-Your-Mind” Gift Options
Gifts Can Be a Bargain!

July 2009 Archive
Protecting Against the Costs of Long-Term Illness
Inquire into State “Death Taxes”
Gift Opportunities for Farmers and Ranchers
Demystifying the Language of Estate Planning

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.

Copyright © R&R Newkirk. All rights reserved.

 



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