Menu
Estate Planning For The Family Vacation Home in Ann Arbor
August 29th, 2013
Should it be maintained for close relatives? Will the next generation use it together or separately? Is it the site of family reunions? If not, will it be available to friends or even renters? Few places prove to be so powerfully uniting for a family…
Read More
Read More
Categories: Uncategorized
Share
Estate Planning Workshop in Ann Arbor!
August 28th, 2013
Please join Legacy Law Center as Terry Bertram presents a FREE workshop on Estate Planning. Where: Weber’s Inn, 3050 Jackson Ave, Ann Arbor When: Wednesday, September 18th 6:30-8:30 p.m. How: Call Melanie to RSVP 734-995-2383 or email…
Read More
Read More
Categories: Uncategorized
Will Your Family Fight Over The “Stuff” You Leave Behind in Ann Arbor?
August 28th, 2013
"Fighting over personal property is the match to the tinderbox of emotions," says McManus. "Sometimes feuds start because of lingering resentments over who worked the hardest to take care of Mom or Dad when they were sick or even over…
Read More
Read More
Categories: Uncategorized
Post-Nuptial Agreements & Retirement Plans: Proceed With Caution in Ann Arbor
August 27th, 2013
Under federal pension law, there are many very strict legal requirements that must be met when a spouse tries to waive his or her rights to the other spouse’s retirement benefits. In this case, those rules weren’t met because the post-nuptial agr…
Read More
Read More
Categories: Uncategorized
Elderly Transitions: Returning Home From Nursing Home Care in Ann Arbor
August 26th, 2013
These days, patients are often transferred from a hospital to a nursing home to recover. But, then, some never leave. "The only thing I worried about was not getting out," Holmes says now. She kept asking her husband and one daughter: "…
Read More
Read More
Categories: Uncategorized
Examine Expatriation Carefully in Ann Arbor
August 23rd, 2013
There are distinct immigration rules and tax rules. Seek advice from an immigration lawyer and a tax adviser. You need both sets of rules. Is the grass really greener on the other side? When it comes to becoming an expatriate, you may want to do your…
Read More
Read More
Categories: Uncategorized
Get Your GRATs While You Can in Ann Arbor
August 22nd, 2013
Clients with swiftly appreciating assets can transfer these assets and escape both gift and estate taxation on almost all of the appreciation using a combination GRAT-life insurance strategy in connection with the steep gift tax valuation discount av…
Read More
Read More
Categories: Uncategorized
Appreciation For Appreciated Property in Ann Arbor
August 21st, 2013
When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you inherit proper…
Read More
Read More
Categories: Uncategorized
“Family” – An Estate Planning Topic Of Constant Change in Ann Arbor
August 16th, 2013
Many families today are living with trusts that their ancestors established decades ago. In each case, there’s a definition of “family,” either explicitly written into the trust or, by default, applied by its governing law. There are innu…
Read More
Read More
Categories: Uncategorized
Business Owner Lesson: Know The Facts About Bankruptcy in Ann Arbor
August 15th, 2013
Failure isn’t something that most people plan for and that’s a serious mistake. Small business owners know more than anyone about the realities of bankruptcy, either in the form or near-misses or through personal experience. Consequently, no one…
Read More
Read More
Categories: Uncategorized
Services
Submit to Schedule an Estate Planning Consultation
