‘Fiduciary rule’ voided by judge: What the decision means for youOctober 17, 2018Timothy RiceThe fiduciary rule, a regulation that required financial advisers to put their clients’ interests ahead…Read More
The End-of-Life Conversations You Should Have with Your Loved OnesOctober 16, 2018Beverly NelsonAccording to USA Today, 90 percent of people think it is important to have end-of-life…Read More
Three reasons why giving your house to your kids isn’t the best way to protect it from MedicaidApril 4, 2018Timothy RiceAre you afraid of losing your home if you have to enter a nursing home…Read More
Tax reform may impact charitable givingMarch 28, 2018Timothy RiceAs the tax reform measures were unveiled, members of the charitable community expressed alarm that…Read More
Evaluating generation-skipping tax transfersMarch 23, 2018Timothy RiceYour current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and…Read More
Estate planning still essential, despite increased exemptionsMarch 16, 2018Timothy RiceThe Tax Cuts and Jobs Act (TCJA) reduces individual and corporate tax rates, eliminates a bevy…Read More
Estate Tax Good NewsJanuary 31, 2018Timothy RiceFor years, I have helped clients minimize or eliminate the New Jersey estate tax and…Read More
How Medicare and employer coverage coordinateJanuary 26, 2018Timothy RiceMedicare benefits start at age 65, but many people continue working past that age. That…Read More
Four provisions people forget to include in their estate planJanuary 24, 2018Timothy RiceEven if you’ve created an estate plan, are you sure you have included everything you…Read More
Advance Medical Directive documents also important for young individuals.December 20, 2017Timothy RiceAs an example, consider the following. We recently represented clients who are the parents of…Read More
Understand that Wills Are Part of a PackageDecember 12, 2017Timothy RiceAny estate planner worth his or her salt is going to discuss the benefits of…Read More
Estate Planning Is Not Just For Grown UpsDecember 8, 2017Timothy RiceMore recently, I have focused my outreach on young families. Quite simply, it is the…Read More