Personal Planning Ideas
Being Prepared Means More than Just Batteries and Water
Hurricanes Harvey and Irma should serve as reminders of the importance of protecting financial records as well as homes and personal property . . . more
Retiring in 2018? Take These Steps First
If you’ll be retiring next year, here are a few ideas to help smooth the transition . . . more
Beneficiary Designations and Joint Property
Beneficiary designations and joint property arrangements can sometimes produce unexpected results for your estate plan . . . more
A Deduction for Doing Nothing
It may sound too good to be true, but there is actually a tax deduction available for “doing nothing” . . . 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.
September 2017 Archive
• Don't Shortchange the IRS
• Special Planning for Special Needs
• Whose Property Is It? Only Title Will Tell
• A Place for Bonds in Your Portfolio
August 2017 Archive
• Practical Uses for Irrevocable Trusts
• Home Sweet Home: Where’s Yours?
• What a Problem to Have!
• The Best Things in Life Are “Free”
July 2017 Archive
• Gift Ideas That Aren’t Written in Stone
• Retirement Plans 101
• Starting Grandkids Out Right Financially
• No Comparison to Having an Estate Plan
June 2017 Archive
• Not Your Usual Graduation Gift
• Anticipate – and Hopefully Avoid – Estate Disputes
• Good Estate Planning for Poor Health
• Helping Mom and Dad – without Intruding
May 2017 Archive
• Volunteering for Deductions
• Advantages and Disadvantages of Joint Ownership
• Involve Family in Charitable Estate Planning
• Time to Review Investments
April 2017 Archive
• It Doesn’t Have to Be All or Nothing
• Home Sweet Tax Shelter
• The Graying of the Boomers
• Time for a Roth IRA Conversion?
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.