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
‘Clawback’ concerns linger under new tax lawMarch 21, 2018Timothy RiceThe new tax reform package increases an individual’s lifetime exemption from roughly $5.5 million to…Read More
Estate planning still essential, despite increased exemptionsMarch 16, 2018Timothy RiceThe Tax Cuts and Jobs Act (TCJA) reduces individual and corporate tax rates, eliminates a bevy…Read More
Pre-litigation claims can be effective in estate tax disputesJanuary 12, 2018Timothy RicePre-litigation is activity that occurs before a legal suit is filed. If you are involved…Read More
Advance Medical Directive documents also important for young individuals.December 20, 2017Timothy RiceAs an example, consider the following. We recently represented clients who are the parents of…Read More
Proposed regulations curtailing valuation discounts withdrawnDecember 15, 2017Timothy RiceThe Treasury Department and the IRS have announced that proposed regulations that would have drastically…Read More