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Providing Education & Guidance to Help Protect Your Loved Ones

New danger for IRA rollovers

January 13, 2015

There’s now a big danger if you’re rolling money over from one IRA into another IRA, as a result of a decision from the U.S. Tax Court. Under federal law,…

IRA rollover, IRA taxes

Inherited IRAs aren’t protected from creditors

January 7, 2015

Timothy Rice

Uncategorized

If you’re planning to leave an IRA or other retirement account to your heirs, you might want to consider creating a trust to hold the account. That’s the upshot of…

inherited IRA, inherited IRAs, IRA

Is your living trust up-to-date? (part 2)

December 30, 2014

Timothy Rice

Uncategorized

If you have a living trust, it’s a good idea to review it every few years to make sure that it still meets your goals and is up-to-date with the…

beneficiary designations, estate tax, living trust

Is your living trust up-to-date? (part 1)

December 23, 2014

Timothy Rice

Uncategorized

A revocable or “living” trust can be a great way to avoid probate, manage your assets if you become impaired, and protect your family’s privacy. If you have one, it’s…

distribution of assets after your death, living trust, revocable trust

Reverse mortgages can pose big problems for heirs

December 16, 2014

Timothy Rice

Uncategorized

Reverse mortgages can be a big help to seniors who need extra cash, but they can become a big headache for the person’s family members after they pass away or…

reverse mortgage, reverse mortgages

Blog

New danger for IRA rollovers

Inherited IRAs aren’t protected from creditors

Is your living trust up-to-date? (part 2)

Is your living trust up-to-date? (part 1)

Reverse mortgages can pose big problems for heirs

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