estate tax

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

January 25, 2019

Timothy Rice

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…

Keep your tax credit for charitable gifts

January 9, 2019

Timothy Rice

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…

Communicate with your kids before leaving unequal assets

January 10, 2018

Timothy Rice

When it comes to leaving money to the kids, some parents struggle to reconcile “equal”…

Do these ideas make sense for you?

March 18, 2016

Timothy Rice

In 2016, the federal estate tax exemption is $5.45 million – which means you can…

Eight States Are Easing Their Estate Taxes in 2015

February 24, 2015

Timothy Rice

Eight states are reducing their estate tax burden in 2015, which is good news for…

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

January 27, 2015

Timothy Rice

In the past, many people’s wills included a sizable donation to charity. Because the federal…

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

December 30, 2014

Timothy Rice

If you have a living trust, it’s a good idea to review it every few…

Planning for estate tax vs. planning for income tax

November 4, 2014

Timothy Rice

Traditionally, the federal estate tax was extremely burdensome to wealthier individuals, and the bulk of…

“Fiscal Cliff” Legislation Sets $5 Million Federal Estate Tax Exemption, Among Other Taxes

January 30, 2013

Timothy Rice

The so-called “fiscal cliff” legislation enacted earlier in January by Congress made a number of…

TALKING ABOUT NEW JERSEY “DEATH TAXES”

May 30, 2012

Timothy Rice

New Jersey has a well-earned reputation as a state that heavily taxes its residents. This…

estate tax

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

Keep your tax credit for charitable gifts

Communicate with your kids before leaving unequal assets

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)

Planning for estate tax vs. planning for income tax

“Fiscal Cliff” Legislation Sets $5 Million Federal Estate Tax Exemption, Among Other Taxes

TALKING ABOUT NEW JERSEY “DEATH TAXES”

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