AVOIDING MEDICAID PENALTY PERIOD FOR A HOUSE TRANSFERFebruary 6, 2020Timothy RiceUnder the laws of most states, when you transfer your house to a child or…Read More
GUIDANCE ON GENEROUS GIFTINGDecember 30, 2019Timothy RiceGrandparents are regularly generous with grandchildren, sometimes giving significant amounts of money. Often they want…Read More
KIMBERLIE FIERO TO PRESENT AT A SEMINAR ON ESTATE PLANNING, LIFE INSURANCE AND LONG-TERM CARENovember 20, 2019Kimberlie FieroOn Tuesday, December 3, Kimberlie A. Fiero will present a program at the Wall Township…Read More
Might Co-Living be a Housing Solution for Isolated, Older Americans?September 25, 2019Timothy RiceOlder Americans have been living with others for as long as there have been older…Read More
Finding someone’s date of deathAugust 26, 2019Timothy RiceImagine your grandfather left a portion of his estate to his sister, but Great Aunt…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
Prenups as an estate planning toolAugust 16, 2019Timothy RiceAs more and more people marry more than once, prenuptial agreements have become an important…Read More
Estate planning for taxpayers without kidsAugust 9, 2019Timothy RiceIf you’re single with no kids, or married without kids, you have some unique estate…Read More
Use caution when creating an IRA inheritance trustJuly 26, 2019Timothy RiceWhen you hold an IRA, those funds can be distributed to the person you name…Read More
Moved out of state? Check your estate planMay 8, 2019Timothy RiceThere’s a lot to do when you move to a new state. In midst of…Read More
Estate planning critical for non-traditional couplesMarch 29, 2019Timothy RiceGenerally speaking, estate planning laws were designed for the traditional nuclear family, a married couple…Read More