5 Essential Estate Planning Steps Every New Parent Should Take (Even if You’re Sleep-Deprived)August 26, 2026Kimberlie FieroNew parents should create or update an estate plan to address who will care for…Read More
How to Choose a Guardian for Your Children When No One Feels Like the Right ChoiceJune 3, 2026Kimberlie FieroMany parents struggle with choosing a guardian during the estate planning process because there may…Read More
Charitable giving under the new tax lawAugust 23, 2019Timothy RiceThe new tax law makes it harder to claim a tax deduction for charitable contributions.…Read More
Plan to protect kids with special needsAugust 20, 2019Timothy RiceRaising a child with special needs can be a rich experience. It’s also a costly…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
Communicate with your kids before leaving unequal assetsJanuary 10, 2018Timothy RiceWhen it comes to leaving money to the kids, some parents struggle to reconcile “equal”…Read More
Estate Planning Is Not Just For Grown UpsDecember 8, 2017Timothy RiceMore recently, I have focused my outreach on young families. Quite simply, it is the…Read More