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Moved out of state? Check your estate plan

January 11, 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.…

Keep your tax credit for charitable gifts

January 9, 2019

Timothy Rice

Estate Planning, Taxes

contributions, estate law, estate tax, gift tax

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax breaks for charitable contributions. Under the law, fewer households have a tax incentive to make…

Reevaluate insurance needs when you retire

December 14, 2018

Timothy Rice

401K, Benefits, Elder Law, Insurance, Retirement

healthcare, insurance, life insurance, retirement

Along with many other things, your insurance needs change when you retire. It is a good idea to look at your insurance options and figure out what you need or…

How does work affect your Social Security payments?

December 7, 2018

Timothy Rice

Benefits, Insurance

income, retirement, Social Security benefits, threshold

Many people continue to work after retirement age, either by choice or out of necessity. But if you are receiving Social Security benefits, you need to be aware of how…

The little-known tax on Roth 401(k) distributions

November 28, 2018

Timothy Rice

401K, Benefits, Elder Law, Retirement, Taxes

401k, contributions, retirement, tax

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth 401(k). The benefit of a Roth 401(k) over a traditional 401(k) after retirement is that…

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News & Updates

Moved out of state? Check your estate plan

Keep your tax credit for charitable gifts

Reevaluate insurance needs when you retire

The little-known tax on Roth 401(k) distributions

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