Estate Planning

Credit unfreezes now free

February 15, 2019

credit, credit freeze, credit report, Estate Planning, security

As of Sept. 21, a new law requires that the three major credit reporting bureaus allow you to place or lift a security freeze on your credit files without charge.…

The new tax law means it’s now time to review your estate plan

January 25, 2019

Timothy Rice

Elder Law, Estate Planning, Taxes

Elder law, Estate Planning, estate tax, federal estate tax

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast majority of estates won’t have to pay federal estate tax. But that doesn’t mean you…

Moved out of state? Check your estate plan

January 11, 2019

Timothy Rice

Estate Planning

documents, Estate Planning, institutions, power of attorney

There’s a lot to do when you move to a new state. In midst of the hustle, certain matters can be overlooked, including important things such as estate planning documents.…

Survey: Family drama causes estate issues

November 1, 2018

Timothy Rice

Benefits, Estate Planning, Taxes

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…

Credit unfreezes now free

The new tax law means it’s now time to review your estate plan

Moved out of state? Check your estate plan

Survey: Family drama causes estate issues

Including frequent flyer miles in estate plans

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

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