Estate Planning

Credit unfreezes now free

February 15, 2019

credit, credit freeze, credit report, Estate Planning, security

As of Sept. 21, a new law requires that the three major credit reporting bureaus allow you to place or lift a security freeze on your credit files without charge.…

Grandparents’ options for college costs

February 6, 2019

Timothy Rice

Estate Planning

college, grandparents, savings plan, tuition

With the cost of college tuition rising, some grandparents are pitching in. Grandparents who want to help out have several options, but many come with limitations or possible pitfalls: Cash…

The new tax law means it’s now time to review your estate plan

January 25, 2019

Timothy Rice

Elder Law, Estate Planning, Taxes

Elder law, Estate Planning, estate tax, federal estate tax

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast majority of estates won’t have to pay federal estate tax. But that doesn’t mean you…

Moved out of state? Check your estate plan

January 11, 2019

Timothy Rice

Estate Planning

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…

Survey: Family drama causes estate issues

November 1, 2018

Timothy Rice

Benefits, Estate Planning, Taxes

Estate Planning, families, job, Taxes, withholding

Families face a variety of estate planning challenges, and family drama may be chief among them. In fact, 44 percent of planning professionals say family conflict is the biggest threat…

Credit unfreezes now free

Grandparents’ options for college costs

The new tax law means it’s now time to review your estate plan

Moved out of state? Check your estate plan

Keep your tax credit for charitable gifts

Survey: Family drama causes estate issues

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