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How to reverse Medicare surcharges when your income changes

April 6, 2018

Timothy Rice

beneficiaries, income, medicare, Social Security

Are you a high-income Medicare beneficiary who is paying a surcharge on your premiums but who has experienced a drop…

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Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid

April 4, 2018

Timothy Rice

children, Estate Planning, Medicaid, tax

Are you afraid of losing your home if you have to enter a nursing home and apply for Medicaid? While…

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Tax reform may impact charitable giving

March 28, 2018

Timothy Rice

Estate Planning, exemptions, income, tex deductions

As the tax reform measures were unveiled, members of the charitable community expressed alarm that the new rules could create…

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Evaluating generation-skipping tax transfers

March 23, 2018

Timothy Rice

Estate Planning, exemptions, financial planning, GST, tax

Your current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and these gifts may be subject…

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‘Clawback’ concerns linger under new tax law

March 21, 2018

Timothy Rice

congress, Estate planing, IRS, tax

The new tax reform package increases an individual’s lifetime exemption from roughly $5.5 million to $11.2 million, with an expiration…

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Estate planning still essential, despite increased exemptions

March 16, 2018

Timothy Rice

Estate Planning, gift tax, IRS deductions, tax

The Tax Cuts and Jobs Act (TCJA) reduces individual and corporate tax rates, eliminates a bevy of deductions and makes a…

Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid

Tax reform may impact charitable giving

Evaluating generation-skipping tax transfers

‘Clawback’ concerns linger under new tax law

Estate planning still essential, despite increased exemptions

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