Estate Planning

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

October 17, 2018

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…

Evaluating generation-skipping tax transfers

March 23, 2018

Timothy Rice

Uncategorized

Estate Planning, exemptions, financial planning, GST, tax

Your current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and these gifts may be subject to a generation-skipping tax (GST). The GST was created to…

Estate planning still essential, despite increased exemptions

March 16, 2018

Timothy Rice

Uncategorized

Estate Planning, gift tax, IRS deductions, tax

The Tax Cuts and Jobs Act (TCJA) reduces individual and corporate tax rates, eliminates a bevy of deductions and makes a host of changes to how Americans can preserve their wealth.…

‘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

Evaluating generation-skipping tax transfers

Estate planning still essential, despite increased exemptions

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