Personal Planning Ideas

Still Time to Make 2018 Better
There are a few months left in the year, giving you time to consider some of these ideas for improving your tax and financial picture . . . more

Six Reasons to Have a Will
A will is one of the most important documents you will ever sign.  Think about the things a will enables you to do . . . more

Buy? Sell? Ask Questions First
Stock prices have generally been up over the past few years, prompting many investors to reexamine their holdings . . . more

Financial Communication Also Important in a Marriage
Anniversaries are a time to celebrate and reflect, but they’re also a good time to share information. . . 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.

August 2018 Archive
Jump-Starting Year-End Planning
Revocable Charitable Gifts an Option to Consider
Provide Family Support During Estate Administration
Alternative Route to IRA Funds

July 2018 Archive
I Have a Will — Do I Also Need a Living Trust?
Reviewing Beneficiary Designations
When Do I Need to Update My Will?
Estate Planning for Those on Their Own

June 2018 Archive
Gift Annuity Rates to Increase
Profitable Lessons from a Tax Return
Mid–Year Resolutions
Family + Charity = Satisfaction

May 2018 Archive
Planting Season for a Harvest of Tax Savings
Special Planning for Special Needs
Who Should Be Your Executor?
Write to Your Family, Right fro'm Your Heart

April 2018 Archive
How Much Insurance Do You Really Need?
Talk about the Estate Planning Facts of Life
Tying the Knot, Senior Style
How Will You Spend Your Retirement Savings?

March 2018 Archive
Spring Cleaning for Estates
The Gift That Keeps on Giving
Timing Can Be Everything in Gift Planning
Is It Ever Too Late to Write (or Revise) a Will?

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.



We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you.

To reach an AICR Gift Planning staff person, send an e-mail to or call:

9 a.m. to 5 p.m. ET, Monday to Friday

Copyright © R&R Newkirk. All rights reserved.