How to help your trustee make good decisions for your familyFebruary 3, 2015Timothy RiceAs Yogi Berra supposedly said, “It’s hard to make predictions, especially about the future.” Yet…Read More
Some gifts to charity should be made now, not in your willJanuary 27, 2015Timothy RiceIn the past, many people’s wills included a sizable donation to charity. Because the federal…Read More
Here’s yet another danger of ‘do-it-yourself’ willsJanuary 20, 2015Timothy RiceSome people try to save money by writing their own will using a pre-printed form…Read More
New danger for IRA rolloversJanuary 13, 2015Timothy RiceThere’s now a big danger if you’re rolling money over from one IRA into another…Read More
Inherited IRAs aren’t protected from creditorsJanuary 7, 2015Timothy RiceIf you’re planning to leave an IRA or other retirement account to your heirs, you…Read More
Is your living trust up-to-date? (part 2)December 30, 2014Timothy RiceIf you have a living trust, it’s a good idea to review it every few…Read More
Is your living trust up-to-date? (part 1)December 23, 2014Timothy RiceA revocable or “living” trust can be a great way to avoid probate, manage your…Read More
Reverse mortgages can pose big problems for heirsDecember 16, 2014Timothy RiceReverse mortgages can be a big help to seniors who need extra cash, but they…Read More
What will happen to your online accounts if you pass away (part 2)?December 9, 2014Timothy RiceIn our first installment, we suggested putting together a list of everything online that has…Read More
What will happen to your online accounts if you pass away? (part 1)December 2, 2014Timothy RiceAs more and more people live their lives online, the question of what happens to…Read More
IRS allows many estates to save taxes – if they act quicklyNovember 25, 2014Timothy RiceA federal estate tax return doesn’t have to be filed every time someone dies. In…Read More
Seniors can use Social Security as an interest-free loanNovember 18, 2014Timothy RiceDid you know that if you start receiving Social Security early, but change your mind…Read More