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Estate planning critical for non-traditional couples

March 29, 2019

blended families, Estate Planning, family, single parents

Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple with kids. But according to the 2010 U.S. Census, such families are less than 50…

Preventing a will contest

March 27, 2019

Timothy Rice

Estate Planning, Wills

contested wills, family, trusts, Wills

When you write a will, you have control over how your assets will be distributed after your death. However, if someone in your family disputes your will, an anonymous probate…

Protect assets, retain access with a Spousal Lifetime Access Trust

March 22, 2019

Timothy Rice

Estate Planning, Taxes

estate assets, Estate Planning, estate taxes, SLAT

A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used to lock in the current estate tax exemption while still allowing a certain degree of…

Opportunity Zones offer tax breaks

March 20, 2019

Timothy Rice

Estate Planning, Taxes

Estate planing, investment, opportunity, Tax deductions

For a limited time, investors can help reinvigorate distressed communities while deferring capital gains on profits earned elsewhere. The 2017 Tax Cuts and Jobs Act created the Qualified Opportunity Zone…

Finding the best retirement calculators

February 27, 2019

Timothy Rice

Retirement

calculators, Elder law, elder law planning, retirement

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are…

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News & Updates

Estate planning critical for non-traditional couples

Preventing a will contest

Protect assets, retain access with a Spousal Lifetime Access Trust

Opportunity Zones offer tax breaks

Finding the best retirement calculators

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