Professional Referral PartnersMarch 8, 2022Team TREELAccountants, other lawyers, financial advisers tend to be on the front lines when they’re meeting…Read More
Should You Invest in Long-Term Care Insurance?August 12, 2020Timothy RiceMany of our clients and prospective clients ask us about buying long-term care insurance. Although…Read More
Plan to protect kids with special needsAugust 20, 2019Timothy RiceRaising a child with special needs can be a rich experience. It’s also a costly…Read More
When can you delay taking Medicare?February 8, 2019Timothy RiceAlthough you’re eligible for Medicare at 65, there are circumstances in which you might not…Read More
The End-of-Life Conversations You Should Have with Your Loved OnesOctober 16, 2018Beverly NelsonAccording to USA Today, 90 percent of people think it is important to have end-of-life…Read More
HUD makes reverse mortgages less attractiveApril 18, 2018Timothy RiceThe Department of Housing and Urban Development (HUD) has made changes to the federal reverse…Read More
Reevaluate insurance needs when you retireApril 15, 2018Timothy RiceAlong with many other things, your insurance needs change when you retire. It is a…Read More
Should you enroll in two popular Medigap plans while you can?April 13, 2018Timothy RiceIf you will soon turn 65 and be applying for Medicare, you should carefully consider…Read More
How Medicare and employer coverage coordinateJanuary 26, 2018Timothy RiceMedicare benefits start at age 65, but many people continue working past that age. That…Read More
Short-term care insurance: An alternative to the long-term care varietySeptember 15, 2017Timothy RiceA little-known insurance option can be an answer for some people who might need care…Read More
There Can Be a Happier Ending if You Prepare for ItApril 14, 2017Timothy RiceAttorneys, in general, and those of us in estate planning in particular, often don’t work…Read More
New technique to qualify for Medicaid more quicklyMarch 4, 2016Timothy RiceA recent court decision may make it easier for seniors to use short-term, immediate annuities…Read More