No tax on large gifts when exemption sunsetsApril 10, 2020Timothy RiceTaxpayers making large gifts no longer have to worry about big taxes coming back to…Read More
Avoid a Crisis During a CrisisMarch 27, 2020Timothy RiceWhat you don’t know can hurt you. Of the most important estate planning documents that…Read More
How to reverse Medicare surcharges when your income changesApril 6, 2018Timothy RiceAre you a high-income Medicare beneficiary who is paying a surcharge on your premiums but…Read More
Three reasons why giving your house to your kids isn’t the best way to protect it from MedicaidApril 4, 2018Timothy RiceAre you afraid of losing your home if you have to enter a nursing home…Read More
Tax reform may impact charitable givingMarch 28, 2018Timothy RiceAs the tax reform measures were unveiled, members of the charitable community expressed alarm that…Read More
Evaluating generation-skipping tax transfersMarch 23, 2018Timothy RiceYour current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and…Read More