Personal Planning Ideas
Should I Try to Avoid Probate?
“Probate” is the word used to describe the administration of a person’s estate, which can be a long, complex and sometimes expensive procedure . . . more 
What Are the Differences between Wills and Trusts?
A will is the traditional way for people to direct who will receive their assets after death . . . more 
Questions to Ask Before Retaining an Estate Planning Attorney
How much of their practice is devoted to estate planning and probate work? . . . more 
Who Sets Up Charitable Gift Annuities?
A survey by the American Council on Gift Annuities offers a profile of the typical gift annuity donor . . . 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 .
February 2014 Archive 
• What’s Ahead for 2014 Charitable Gifts from IRAs
• Outliving a Life Insurance Beneficiary
• Advantages of Making Contributions on Behalf of Children
• Your Estate Plan Should Not Be a “Surprise Package”
January 2014 Archive 
• Hold Series EE Bonds at Least 20 Years – But Then What?
• Four Steps to a Lower Tax Bill for 2014
• Unloading Your “Boat of Life”
• Please Tell Us about Your Bequest – It’s Important!
December 2013 Archive 
• Tax Breaks for Donors Who Don’t “Itemize”
• Charitable Bequest Planning for Donors Who Don’t Face Estate Taxes
• Make Beneficiary Forms Work for You
• Strategies If You Receive an Inheritance
November 2013 Archive 
• Why Do People Make Charitable Contributions?
• Magnify the Value of Your Year-End Gifts
• Perks and Pitfalls of Joint Ownership
• Bonds May Offer Gift Opportunities
October 2013 Archive 
• Special Needs Trusts and Your Planning
• Strategies for Donors Who Wish to Postpone Bequests to Charities
• Review Your Estate Plan Before Year’s End
• Planning for Those Who Live Alone
September 2013 Archive 
• A Satisfying Alternative to Required IRA Distributions
• Preparing for the Future
• Gifts of Collectibles to Charitable Remainder Unitrusts
• Lessons from the Estate Plans of Famous People
Copyright © R&R Newkirk. All rights
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.