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Personal Planning Ideas

New Tax Laws Coming?
Unless Congress acts, federal income taxes could rise sharply in 2013.  Why?  Because various tax cuts enacted in 2001 and 2003 will “sunset” after December 31, 2012. . . more

Should You Maximize Charitable Deductions in 2012?
People don’t give to worthwhile organizations just to save taxes.  But tax savings clearly enable donors to do more with their generosity . . . more

Hidden Assets for Giving
Donors sometimes own assets that are no longer needed for financial security, and could achieve greater significance as contributions. . . more

Time to Review Your Investments
A review of your investments in the coming months may create tax-saving opportunities . . . 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.

July 2012 Archive
Charitable Lead Trusts:  Rare But Well Done
Women and Financial Planning 
Five Reasons Why You Don’t Need a Will   
I Have a Will – Do I Also Need a Living Trust?

June 2012 Archive
Choosing Your Executor
Create Your Own “Charitable IRA” 
IRS Reports on What People Give   
Planning for Someone to Handle Your Finances

May 2012 Archive
Quick Quiz on Estate Planning
Lifelong Strategies for Effective Philanthropy 
Discussing Estate Planning with Offspring   
Planning a Will that Makes You Feel Good!

April 2012 Archive
Best Gift Opportunities in 2012
Gifts of Corporate Bonds
Are CDs Nearing Maturity? Consider a Charitable Gift Annuity
What Is a Codicil?

March 2012 Archive
How Much Will Probate Cost Your Estate?
Which of Your Assets Will Be Subject to Probate?
Bargain Sales Let You Share Investment Success
Marrying Again?  See a Financial Planner

February 2012 Archive
Contribution Strategy if Congress Delays Extending the IRA Gift Law
Avoiding Accidental Disinheritance
A True Pioneer in “Leaving a Legacy”
Coping with Low Interest Rates

January 2012 Archive
Providing for a Spouse and Our Future, Too
Charitable Remainder Trusts for “Special Needs” Beneficiaries
The Satisfaction of Memorial Gifts
The Will the State Has Written for You

December 2011 Archive
Window of Opportunity on Charitable Gift Annuities
Will Charitable Giving Tax Incentives Be Reduced?
Planning after the Death of a Spouse
A Word about Guardianships
Life Insurance Gifts:  They’re Not All or Nothing
A Retirement Savings Tip from the Polar Explorers

November 2011 Archive
Will Your Estate Owe State Death Taxes?
Bonus Tax Savings from Direct IRA Gifts
Creating Charitable Gift Annuities from Retirement Accounts
Don’t Let Probate Cause Problems for Your Family  

October 2011 Archive
Cancel a Tax Curse through Wise Estate Planning
Using IRAs for Charitable Bequests Helps Nontaxable Estates, Too 
Touch the Future with Your Estate Plan   


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.




PLANNED GIVING GLOSSARY


AICR's OFFICE OF
GIFT PLANNING

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 gifts@aicr.org or call:

1-800-843-8114
9 a.m. to 5 p.m. ET, Monday to Friday

 

Questions: Ask Our Staff

Talk to us!

Our planned giving staff is
here to help you!

Richard Ensminger

Richard K. Ensminger

Director of Planned Giving

Ann Wrenshall Worley

Ann Wrenshall Worley

Assistant Director of Planned Giving

Call Us: (800) 843-8114

Send us a note