Estate Planning

Survey: Family drama causes estate issues

November 1, 2018

Estate Planning, families, job, Taxes, withholding

Families face a variety of estate planning challenges, and family drama may be chief among them. In fact, 44 percent of planning professionals say family conflict is the biggest threat…

Including frequent flyer miles in estate plans

October 24, 2018

Timothy Rice

Estate Planning

Airlines, Estate Planning, Frequent Flyer, Miles

When celebrity chef and author Anthony Bourdain died, his will contained a directive leaving his frequent flyer miles to his estranged wife to “dispose of in accordance to what she…

‘Fiduciary rule’ voided by judge: What the decision means for you

October 17, 2018

Timothy Rice

Estate Planning

Elder law, Estate Planning, Fiduciary responsibility, financial planning

The fiduciary rule, a regulation that required financial advisers to put their clients’ interests ahead of their own, is now dead. Enacted in 2016 after five years of development in…

The End-of-Life Conversations You Should Have with Your Loved Ones

October 16, 2018

Beverly Nelson

Estate Planning

Estate Planning, estate planning documents, inheritance, insurance

According to USA Today, 90 percent of people think it is important to have end-of-life conversations with their loved ones, yet only 30 percent of Americans are actually doing it.…

Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid

April 4, 2018

Timothy Rice

Uncategorized

children, Estate Planning, Medicaid, tax

Are you afraid of losing your home if you have to enter a nursing home and apply for Medicaid? While this fear is well-founded, transferring the home to your children…

Tax reform may impact charitable giving

March 28, 2018

Timothy Rice

Uncategorized

Estate Planning, exemptions, income, tex deductions

As the tax reform measures were unveiled, members of the charitable community expressed alarm that the new rules could create a disincentive to donate.With the larger standard income tax deduction…

Survey: Family drama causes estate issues

Including frequent flyer miles in estate plans

‘Fiduciary rule’ voided by judge: What the decision means for you

The End-of-Life Conversations You Should Have with Your Loved Ones

Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid

Tax reform may impact charitable giving

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