Estate Planning

Make an Estate Plan for Your Digital Assets

June 15, 2018

Today, 77 percent of Americans go online every day, according to a recent Pew Research Center survey, and most of us maintain at least some kind of digital data in…

Use your will to dictate how to pay your debts

May 11, 2018

Timothy Rice

Estate Planning, Wills

debts, executor

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs on how to…

Thinking About a Pre-Need Funeral Plan? Here’s What You Need to Know

March 14, 2018

Timothy Rice

Estate Planning

contracts, funeral preparation, planning, prepaid funeral

While it’s not a subject most of us want to think about, the question of to take care of our end-of-life expenses often sits in the background and nags at us.…

Proving the hardship exception to the Medicaid penalty period

February 7, 2018

Timothy Rice

Estate Planning

federal estate tax, hardship, Medicaid, medical, penalty

If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period…

Estate Tax Good News

January 31, 2018

Timothy Rice

Estate Planning, Taxes

Estate Planning, federal estate tax, New Jersey estate tax, Taxes

For years, I have helped clients minimize or eliminate the New Jersey estate tax and federal estate tax as part of clients’ Wills and Trusts. In particular, the New Jersey…

How Medicare and employer coverage coordinate

January 26, 2018

Timothy Rice

Estate Planning, Insurance

disability, Estate Planning, insurance, medicare, Social Security benefits

Medicare benefits start at age 65, but many people continue working past that age. That makes it important to understand how Medicare and employer coverage fit together. Depending on your…

Make an Estate Plan for Your Digital Assets

Use your will to dictate how to pay your debts

Thinking About a Pre-Need Funeral Plan? Here’s What You Need to Know

Proving the hardship exception to the Medicaid penalty period

Estate Tax Good News

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