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Providing Education & Guidance to Help Protect Your Loved Ones

New problem for some executors and heirs

July 8, 2016

Executors who have to file a federal estate tax return, and some heirs who receive assets from an estate that is subject to the federal estate tax, may be facing…

Estate Planning, estate tax returns

‘Spendthrift trust’ gets divided at divorce

July 1, 2016

Timothy Rice

Estate Planning

Even though a wealthy family put assets in a trust for their children in order to protect them from creditors, a child’s interest in the trust could be divided in…

divorce, Estate Planning, trusts

Financial advisors have more responsibility to clients

June 24, 2016

Timothy Rice

Legal Insights

Stockbrokers, financial planners and insurance agents who provide advice regarding IRAs and other retirement accounts will have new responsibilities toward clients, and the way they bill their clients may change,…

Fiduciary responsibility

Charitable donations from your IRA could save taxes

June 17, 2016

Timothy Rice

Estate Planning, IRA

Congress has revived a law that lets you make charitable donations directly from your IRA, which might provide you with some significant tax advantages. The “IRA charitable rollover” was discontinued…

charitable donations, IRA

The advantages of making a list of assets and debts

June 10, 2016

Timothy Rice

Estate Planning

Have you ever considered writing down a list of all your assets (with account numbers, passwords, and so on), as well as debts and recurring payments? Why Should I Make…

assets, debts, Estate Planning

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Compassionate Elder Law Attorneys

Our team of legal professionals can help guide you through the complexity of the laws surrounding Elder Law. Learn more on how we can help develop a plan to ensure you and your loved ones are protected.

Blog

New problem for some executors and heirs

‘Spendthrift trust’ gets divided at divorce

Financial advisors have more responsibility to clients

Charitable donations from your IRA could save taxes

The advantages of making a list of assets and debts

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