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Moved out of state? Check your estate plan

May 8, 2019

documents, Estate Planning, institutions, power of attorney

There’s a lot to do when you move to a new state. In midst of the hustle, certain matters can be overlooked, including important things such as estate planning documents.…

Estate planning critical for non-traditional couples

March 29, 2019

Timothy Rice

Estate Planning

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…

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Compassionate Elder Law Attorneys

Our team of legal professionals can help guide you through the complexity of the laws surrounding Elder Law. Learn more on how we can help develop a plan to ensure you and your loved ones are protected.

News & Updates

Moved out of state? Check your estate plan

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

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