Estate Planning

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

April 4, 2018

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.…

Estate Tax Good News

January 31, 2018

Timothy Rice

Estate Planning, Taxes

Estate Planning, federal estate tax, New Jersey estate tax, Taxes

For years, I have helped clients minimize or eliminate the New Jersey estate tax and federal estate tax as part of clients’ Wills and Trusts. In particular, the New Jersey…

How Medicare and employer coverage coordinate

January 26, 2018

Timothy Rice

Estate Planning, Insurance

disability, Estate Planning, insurance, medicare, Social Security benefits

Medicare benefits start at age 65, but many people continue working past that age. That makes it important to understand how Medicare and employer coverage fit together. Depending on your…

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

Estate Tax Good News

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