Valuation discounts for transfers in family businesses in jeopardy January 13, 2017Timothy RiceThe ability to take valuation discounts on the transfer of an interest in a family…Read More
Remarriage is a reminder to revisit your estate planJanuary 6, 2017Timothy RiceApproximately 40 percent of marriages these days are remarriages for at least one partner. When…Read More
Bank Accounts are Not WillsDecember 2, 2016Timothy RiceIt seems that some people are allergic to the thought of estate planning and creating…Read More
Moving an elderly relative? Think about state taxesNovember 4, 2016Timothy RiceIt’s a common scenario: An elderly relative is no longer able to live alone, so…Read More
New problem for some executors and heirsJuly 8, 2016Timothy RiceExecutors who have to file a federal estate tax return, and some heirs who receive…Read More
‘Spendthrift trust’ gets divided at divorceJuly 1, 2016Timothy RiceEven though a wealthy family put assets in a trust for their children in order…Read More
The advantages of making a list of assets and debtsJune 10, 2016Timothy RiceHave you ever considered writing down a list of all your assets (with account numbers,…Read More
Medicare now covers conversations about end-of-life careMay 27, 2016Timothy RiceDid you know that 40 percent of people over age 65 haven’t written down their…Read More
Billionaire Sumner Redstone Found Competent By JudgeMay 13, 2016Timothy RiceA very public lawsuit over some very private matters involving a 92 year old man…Read More
What you need to know if you’re an agent under a power of attorneyApril 29, 2016Timothy RiceIf someone has named you as an agent under a durable power of attorney, you’ll…Read More
Be careful if different people handle your finances and health careApril 15, 2016Timothy RiceIt’s not uncommon for seniors to name one person in their power of attorney document…Read More
The Right Tool for the Right Job: Advanced Medical Directives and Powers of AttorneyApril 8, 2016Timothy RiceWhen engaged in estate planning, it is important to understand the three main legal documents…Read More