News & Information
Personal Planning Ideas
Best Assets
for Giving
Gifts That Pay You Income
Gifts from
Estate Plans
Donor Stories
 
Guidance & Documentation
Design Your Gifts
Chart Your Path
Estate Planning Lessons
Important Terms
Facts for Advisers
 
Resources
& Direction
What's New
Free Publications
Legacy Society
Contact Us

Personal Planning Ideas
Temporary Estate Tax Repeal Sows Confusion for Estates
The federal estate tax and generation-skipping tax “officially” expired on January 1, 2010, under laws enacted in 2001. . . more
Lessons in Tax Reduction from an Eccentric Artist
Some 30 years ago, Ettore “Ted” DiGrazia, an artist living in the desert southwest, rode his horse up into the Superstition Mountains, where he burned more than $1 million of his paintings.  Why? . . . more
Charitable Gifts from a Revocable Living Trust
Many people have established revocable living trusts as part of their estate plans, usually to avoid probate, arrange for money and investment management, or afford privacy for their estates . . . more
Payments from Charitable Gift Annuities Are Worth More Than You Might Think
Friends who arrange charitable gift annuities do so primarily to assist our programs.  But donors understand that gift annuities let them magnify that assistance by providing a lifetime of quarterly payments to one or two persons (the donor and her husband, for example) . . . more
Social Security Taxes in 2010
Tax rates:  The rate is 6.2% on the first $106,800 of an employee’s taxable earnings in year 2010. Medicare tax of 1.45% applies on every dollar of every employee’s taxable earnings . . . 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 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 . . . ”

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

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

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.