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
Proposed Federal Regulations may Impact Taxes on Inherited Business InterestsSeptember 23, 2016Timothy RiceIf you own a business and plan on passing partial ownership regulations proposed by the…Read More
Common mistakes made by executors (part 1)September 9, 2016Timothy RiceExecutors have a tough and often thankless job. They have to marshal all the estate’s…Read More
Six Steps to Making a Solid Estate PlanAugust 19, 2016Timothy RiceHave you ever wanted to make life harder than it needed to be for your…Read More
What you need to know about required distributions from your IRA or 401(k)August 5, 2016Timothy RiceThe oldest of America’s 75 million baby boomers are turning 70 this year. That means…Read More