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The Revival of the Energy Tax Credit in Ann Arbor
January 16th, 2013
The American Taxpayer Relief Act extended the tax credit through 2013, making it retroactive to Jan. 1, 2012. So it applies to projects you did last year as well as those you take on this year. The Fiscal Cliff deal seems to have something for everyo…
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Roth 401(k) Conversion Eligibility Expanded by Fiscal Cliff Deal in Ann Arbor
January 15th, 2013
The new rules basically let you convert everything in a traditional 401(k), including pre-tax salary deferrals, at any age, into a Roth 401(k). “They’re opening up in a major way the assets you hold that can be converted,” says Ed Ferrigno, vic…
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Categories: Estate Planning
Are There Any “Winners” in the Fiscal Cliff Deal in Ann Arbor?
January 14th, 2013
They didn't get what they wanted …. But they got what they needed. Is it true that for a real compromise to take place, everyone has to walk away a bit unhappy? If so, then the American Taxpayer Relief Act passed by Congress was the truest of…
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Do You Need Estate Planning if You Are NOT Rich in Ann Arbor? Yes You Do!
January 11th, 2013
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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Another Celebrity Will Contested: Lessons for All
January 10th, 2013
One could only imagine what George Jefferson — the wise-cracking character who was “movin’ on up” on the 1970′s TV hit, The Jeffersons — would have said about this predicament. The body of actor Sherman Hemsley, who played George Je…
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Medicare Won’t Pay Your Claim in Ann Arbor? Appeal It!
January 9th, 2013
Medicare processed 906 billion outpatient insurance claims in 2010 – and refused to pay 10 percent of them. But if you're a senior on Medicare with a denied claim, your odds of turning that around are surprisingly good if you appeal. Few t…
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A Worthy Year for Giving in Ann Arbor
January 8th, 2013
As the tax year draws to a close and the holidays evoke feelings of goodwill, nonprofits count on getting the lion's share of donations during this crucial fourth quarter. While unemployment stats in recent months have been better than expected,…
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Trust Solutions for Blended Families in Ann Arbor
January 7th, 2013
Numerous studies show a senior widower is much less likely to stay single than his female counterpart… [and that] often leaves the question of how the father can protect the children’s inheritance if there is a second wife in the picture. In that…
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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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Nine Practical Pointers for Effective Estate Planning in Ann Arbor
January 3rd, 2013
Estate planning can be intimidating if you don’t have enough information at hand to make crucial decisions about your future and the future of your loved ones. Consider these nine practical tips for successful estate planning: 1. Keep yo…
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