Special Needs Trusts: Creating Financial Stability
To remain eligible for public assistance, someone who is disabled or unable to manage their…
Read MoreSubscribe to our Newsletter to receive news & updates about Timothy Rice Estate & Elder Law.
financial planning
Conservatorship or Guardianship for People Living with Disabilities
It can be confusing trying to decide how to ensure a person living with disabilities…
Read MoreProfessional Referral Partners
Accountants, other lawyers, financial advisers tend to be on the front lines when they’re meeting…
Read More
‘Fiduciary rule’ voided by judge: What the decision means for you
The fiduciary rule, a regulation that required financial advisers to put their clients’ interests ahead…
Read More
Evaluating generation-skipping tax transfers
Your current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and…
Read More
Communicate with your kids before leaving unequal assets
When it comes to leaving money to the kids, some parents struggle to reconcile “equal”…
Read More