Determining the Value of Collectibles for Estate PlanningJuly 28, 2023Team TREELWhether you hope to pay for long-term care by selling your stamp collection or are…Read More
Rumor v. Reality No. 7 – Gifting PenaltiesJune 16, 2023Team TREELRumor: “The law says that I can gift $17,000 to each of my children annually…Read More
GUIDANCE ON GENEROUS GIFTINGDecember 30, 2019Timothy RiceGrandparents are regularly generous with grandchildren, sometimes giving significant amounts of money. Often they want…Read More
Keep your tax credit for charitable giftsJanuary 9, 2019Timothy RiceFollowing the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…Read More
Estate planning still essential, despite increased exemptionsMarch 16, 2018Timothy RiceThe Tax Cuts and Jobs Act (TCJA) reduces individual and corporate tax rates, eliminates a bevy…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
Do these ideas make sense for you?March 18, 2016Timothy RiceIn 2016, the federal estate tax exemption is $5.45 million – which means you can…Read More
“Fiscal Cliff” Legislation Sets $5 Million Federal Estate Tax Exemption, Among Other TaxesJanuary 30, 2013Timothy RiceThe so-called “fiscal cliff” legislation enacted earlier in January by Congress made a number of…Read More
FEDERAL ESTATE TAX UNCERTAINTYDecember 23, 2012Timothy RiceBy now, many have heard about the pending "fiscal cliff", which refers to the December…Read More