Special Needs Trusts: Creating Financial StabilityMay 23, 2022Team TREELTo remain eligible for public assistance, someone who is disabled or unable to manage their…Read More
Conservatorship or Guardianship for People Living with DisabilitiesMarch 14, 2022Team TREELIt can be confusing trying to decide how to ensure a person living with disabilities…Read More
Professional Referral PartnersMarch 8, 2022Team TREELAccountants, 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 youOctober 17, 2018Timothy RiceThe fiduciary rule, a regulation that required financial advisers to put their clients’ interests ahead…Read More
Evaluating generation-skipping tax transfersMarch 23, 2018Timothy RiceYour current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and…Read More
Communicate with your kids before leaving unequal assetsJanuary 10, 2018Timothy RiceWhen it comes to leaving money to the kids, some parents struggle to reconcile “equal”…Read More