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When DIY Estate Planning Goes Wrong
February 5th, 2015
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create your own estate plan can actually be more expensive than hiring an attorney. Hav…
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Answers to Questions about Medicare and Medicaid
February 4th, 2015
One adult son talks about his mother-in-law's well-being: She is elderly, lives alone, experiences symptoms of dementia, and doesn't accept help easily. She refuses to have strangers in the house. She has lost all effort to cook, but she wi…
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Getting Access to Digital Data
February 3rd, 2015
When a loved one passes away it is extremely difficult to get access to any digital data they may have, including what might be stored on their cell phones. This is the case even when getting access to the data might help explain how the loved…
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Should You Give Your Large Gifts Now or Later in Ann Arbor?
January 4th, 2013
One advantage of this year’s large gift tax exclusion and low tax rate is that they match the estate tax parameters—you don’t have to die to take advantage of the bargain basement prices for passing on your wealth. The estate…
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The Highlights of 2012 in Ann Arbor
January 2nd, 2013
Regrettably, you did not win the $587.5 million Powerball lottery. And, although you survived the Mayan apocalypse, this is no time to relax. We have segued right over the “fiscal cliff” and into the new economic reality zone. …
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Do You Need Estate Planning if You Are NOT Rich in Ann Arbor? Yes You Do!
December 27th, 2012
The current commotion in Washington regarding the fiscal cliff (and the estate and gift taxes) may not particularly interest you. However, while these discussions generally only affect the extremely wealthy, don’t be deceived. You still need an est…
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Maximize Your Hiring Potential – Resume Enhancement in Ann Arbor
December 21st, 2012
Older workers come to the table with experience, maturity and dedication… But older workers who do wind up unemployed often struggle to recover. As the dawn of a new year approaches, many companies will begin to re-evaluate…
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Planning for Retirement Starts at Home in Ann Arbor
December 18th, 2012
An AARP survey found that more than 80 percent of us want tostay in our homes as we grow old. And as boomers go, so goes the remodelingindustry. These days, preparing for retirement doesn’t just mean stabilizingyour finances, pre…
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Tags: Retirement Planning
Ann Arbor - Your Social Security Payout Increase Will Be the Lowest Ever
October 24th, 2012
More than 56 million Social Security recipients will see their monthly payments increase by 1.7% in January… The increase is among the lowest since automatic annual adjustments were adopted in 1975. Did you know your Social Security payout increase…
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Categories: Aging Issues