SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning RulesNovember 24, 2023Team TREELThe Setting Every Community Up for Retirement Enhancement Act (SECURE Act), passed by Congress and…Read More
Determining the Value of Collectibles for Estate PlanningJuly 28, 2023Team TREELWhether you hope to pay for long-term care by selling your stamp collection or are…Read More
The Two Sides to Inheritance TaxJune 16, 2022Team TREELNew Jersey is one of six states that imposes an inheritance tax on assets that…Read More
Protect assets, retain access with a Spousal Lifetime Access TrustMarch 22, 2019Timothy RiceA Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used…Read More
Opportunity Zones offer tax breaksMarch 20, 2019Timothy RiceFor a limited time, investors can help reinvigorate distressed communities while deferring capital gains on…Read More
Your Health Savings Account can be a stealth IRAJanuary 30, 2019Timothy RiceGenerally, people don’t think about a Health Savings Account (HSA) as a savings account. The…Read More
The new tax law means it’s now time to review your estate planJanuary 25, 2019Timothy RiceThe tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…Read More
Keep your tax credit for charitable giftsJanuary 9, 2019Timothy RiceFollowing the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…Read More
The little-known tax on Roth 401(k) distributionsNovember 28, 2018Timothy RiceEmployee retirement savings plans come in two main types: the traditional 401(k) and the Roth…Read More
Survey: Family drama causes estate issuesNovember 1, 2018Timothy RiceFamilies face a variety of estate planning challenges, and family drama may be chief among…Read More
Would-be divorcees face year-end tax deadlineOctober 26, 2018Timothy RiceIf you are planning a divorce, talk to an adviser about how changes in the…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