How to prepare when elderly parents move in with adult childrenNovember 9, 2018Timothy RiceMore and more parents are moving in with their adult children, and the trend probably…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
Estate Tax Good NewsJanuary 31, 2018Timothy RiceFor years, I have helped clients minimize or eliminate the New Jersey estate tax and…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
Do these ideas make sense for you?March 18, 2016Timothy RiceIn 2016, the federal estate tax exemption is $5.45 million – which means you can…Read More
IRS tax crackdown might actually end up helpingJanuary 28, 2016Timothy RiceIRS officials have been indicating for a few months now that they’re about to start…Read More