estate tax

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

January 25, 2019

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…

Keep your tax credit for charitable gifts

January 9, 2019

Timothy Rice

Estate Planning, Taxes

contributions, estate law, estate tax, gift tax

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax breaks for charitable contributions. Under the law, fewer households have a tax incentive to make…

Do these ideas make sense for you?

March 18, 2016

Timothy Rice

Estate Planning, Taxes

estate tax, gift tax, inheritance tax

In 2016, the federal estate tax exemption is $5.45 million – which means you can give away that much to your heirs (counting both lifetime gifts and bequests in your…

Eight States Are Easing Their Estate Taxes in 2015

February 24, 2015

Timothy Rice

Uncategorized

estate tax

Eight states are reducing their estate tax burden in 2015, which is good news for anyone who lives or owns property in those states. New York and Maryland are increasing…

Some gifts to charity should be made now, not in your will

January 27, 2015

Timothy Rice

Uncategorized

capital gains taxes, charitable bequests, charitable donations, donation to charity, estate tax

In the past, many people’s wills included a sizable donation to charity. Because the federal estate tax was so burdensome, including charitable bequests in a will was a good idea…

Is your living trust up-to-date? (part 2)

December 30, 2014

Timothy Rice

Uncategorized

beneficiary designations, estate tax, living trust

If you have a living trust, it’s a good idea to review it every few years to make sure that it still meets your goals and is up-to-date with the…

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

Keep your tax credit for charitable gifts

Do these ideas make sense for you?

Eight States Are Easing Their Estate Taxes in 2015

Some gifts to charity should be made now, not in your will

Is your living trust up-to-date? (part 2)

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