family

Four provisions people forget to include in their estate plan

January 24, 2018

assets, Estate Planning, family, heirlooms, pets

Even if you’ve created an estate plan, are you sure you have included everything you need to? There are certain provisions that people frequently forget to put in in a…

Proposed regulations curtailing valuation discounts withdrawn

December 15, 2017

Timothy Rice

Uncategorized

family, IRS, regulations, US Treasury, valuation discounts

The Treasury Department and the IRS have announced that proposed regulations that would have drastically limited valuation discounts for transfers of family businesses are being withdrawn.The regulations would have curbed…

Valuation discounts for transfers in family businesses in jeopardy

November 15, 2017

Timothy Rice

Uncategorized

discounts, Estate Planning, family, transfers, valuation discounts

The ability to take valuation discounts on the transfer of an interest in a family business for estate, gift and generation-skipping transfer tax purposes would be drastically limited under long-awaited…

Estate planning options for blended families

August 4, 2017

Timothy Rice

Estate Planning

blended families, Estate Planning, family

The dynamics of a blended family, defined as one where at least one spouse has at least one child from a prior marriage or relationship, can complicate financial and estate…

There Can Be a Happier Ending if You Prepare for It

April 14, 2017

Timothy Rice

Estate Planning, Insurance

estate beneficiaries, Estate Planning, family, insurance, young families

Attorneys, in general, and those of us in estate planning in particular, often don’t work with people when life is going great. We often see families whose loved one may…

Four provisions people forget to include in their estate plan

Proposed regulations curtailing valuation discounts withdrawn

Valuation discounts for transfers in family businesses in jeopardy

Estate planning options for blended families

There Can Be a Happier Ending if You Prepare for It

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