Posts by Timothy Rice

New Year Estate Planning: Taxes, Gifting and Retirement Planning

January 19, 2021

Hopefully, you’ve resolved to create or update your estate plan in the new year. But…

January 12, 2021

One of the most common questions seniors ask our firm is how Medicaid works…

December 22, 2020

Remember how the Grinch’s heart grew three sizes when he decided to not throw all…

December 15, 2020

A mother with two daughters and one son, selected her son to be the executor…

December 7, 2020

Before designating property or assets to beneficiaries in a Will, the testator (person drafting the…

November 18, 2020

A man we’ll call “John” decided to update his Will. He was getting older and…