Estate Planning

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Estate Planning

Charitable donations from your IRA could save taxes

June 17, 2016

Timothy Rice

Congress has revived a law that lets you make charitable donations directly from your IRA,…

The advantages of making a list of assets and debts

June 10, 2016

Timothy Rice

Have you ever considered writing down a list of all your assets (with account numbers,…

Medicare now covers conversations about end-of-life care

May 27, 2016

Timothy Rice

Did you know that 40 percent of people over age 65 haven’t written down their…

Billionaire Sumner Redstone Found Competent By Judge

May 13, 2016

Timothy Rice

A very public lawsuit over some very private matters involving a 92 year old man…

It Looks Like Prince Died Without a Will. Do You Have One?

May 6, 2016

Timothy Rice

The music artist Prince had many things. He had the ability to write music that…

What you need to know if you’re an agent under a power of attorney

April 29, 2016

Timothy Rice

If someone has named you as an agent under a durable power of attorney, you’ll…

Be careful if different people handle your finances and health care

April 15, 2016

Timothy Rice

It’s not uncommon for seniors to name one person in their power of attorney document…

The Right Tool for the Right Job: Advanced Medical Directives and Powers of Attorney

April 8, 2016

Timothy Rice

When engaged in estate planning, it is important to understand the three main legal documents…

Do these ideas make sense for you?

March 18, 2016

Timothy Rice

In 2016, the federal estate tax exemption is $5.45 million – which means you can…

Audrey Hepburn’s sons battle over her memorabilia 22 years later

February 4, 2016

Timothy Rice

When actress Audrey Hepburn died in 1993, she owned a storage locker containing memorabilia of…

Supreme Court alters estate planning for gay couples

December 11, 2015

Timothy Rice

The Supreme Court’s recent ruling extending same-sex marriage throughout the U.S. has changed the estate…

Estate Planning

Charitable donations from your IRA could save taxes

The advantages of making a list of assets and debts

Medicare now covers conversations about end-of-life care

Billionaire Sumner Redstone Found Competent By Judge

It Looks Like Prince Died Without a Will. Do You Have One?

What you need to know if you’re an agent under a power of attorney

Be careful if different people handle your finances and health care

The Right Tool for the Right Job: Advanced Medical Directives and Powers of Attorney

Do these ideas make sense for you?

Audrey Hepburn’s sons battle over her memorabilia 22 years later

Supreme Court alters estate planning for gay couples

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