There Can Be a Happier Ending if You Prepare for ItApril 14, 2017Timothy RiceAttorneys, in general, and those of us in estate planning in particular, often don’t work…Read More
The Power Behind the Power of AttorneyApril 8, 2017Timothy RiceThere are many legal documents that could be created by a trust and estate attorney.…Read More
Retirement accounts: Tips for taxpayers turning 70 1/2March 31, 2017Timothy RiceIt’s a big year for the first set of baby boomers: They’re turning 70 1/2.…Read More
IRS: Account transcripts can serve as estate tax closing letterMarch 24, 2017Timothy RiceA recent IRS notice confirms that an account transcript issued by the IRS qualifies as…Read More
Advance medical directives aren’t just for the sick and elderlyMarch 3, 2017Timothy RiceAn advance medical directive is a document in which you can outline what type of…Read More
Valuation discounts for transfers in family businesses in jeopardy January 13, 2017Timothy RiceThe ability to take valuation discounts on the transfer of an interest in a family…Read More
Remarriage is a reminder to revisit your estate planJanuary 6, 2017Timothy RiceApproximately 40 percent of marriages these days are remarriages for at least one partner. When…Read More
Should you amend or rewrite your revocable trust?December 16, 2016Timothy RiceIt’s important to review a revocable trust regularly to see if any amendments are needed,…Read More
Survivorship life insurance can be good vehicle for estate planningDecember 9, 2016Timothy RiceSurvivorship life insurance (also known as “second-to-die”) can be an important vehicle to consider for…Read More
Bank Accounts are Not WillsDecember 2, 2016Timothy RiceIt seems that some people are allergic to the thought of estate planning and creating…Read More
Moving an elderly relative? Think about state taxesNovember 4, 2016Timothy RiceIt’s a common scenario: An elderly relative is no longer able to live alone, so…Read More
Estate planning may be harder for couples without childrenOctober 14, 2016Timothy RiceYou might think that estate planning would be easy when couples don’t have children. In…Read More