News & Articles

Taxes And More Taxes?

March 19th, 2014
This year the unified federal gift and estate tax exemption was increased to $5.34 million dollars. What this change means is that an individual can now give up to $5.34 million during their lifetime, or pass away with an estate valued up to $5.34 mi… Read More
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Will "Old School" Work For Your Family in Ann Arbor?

March 18th, 2014
Traditional estate plans don’t work well for many families these days. A traditional plan is for couples who are in their first and only marriage and have only kids from that marriage. Different plans, tools, and strategies might be needed for peop… Read More
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Give 'Til It Hurts?

March 17th, 2014
Charitable gifts can help many people. Of course, they help the beneficiaries of charities. Well-planned gifts also can help the donor by reducing income taxes and by providing a stream of income from an asset that previously generated no income. Hel… Read More
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What's The Difference Between An Estate Tax And An Inheritance Tax?

March 14th, 2014
While both taxes apply at a person’s death, many people refer to these two taxes interchangeably, but they actually operate in very different ways. A state estate tax is derived from the total value of an individual's (or decedent’s) estate… Read More
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Did You Set Your Clocks Ahead?

March 13th, 2014
To help reduce headaches for your heirs and make sure your assets are distributed in accordance with your real wishes, it pays to give due attention to your IRAs' beneficiary designations from the get-go. In our busy lives, some things just fall… Read More
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Play The Odds And Invest Wisely

March 12th, 2014
Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent "savers" would put sizable chunks of their incomes into their homes. To begin with, you would buy a house… Read More
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Do I Need A Will And A Trust?

March 11th, 2014
While it can be difficult to confront your own demise, setting up an estate plan is important to ensuring that your wishes are followed and your loved ones taken care of after your death. There are many estate-planning vehicles available to you, but… Read More
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What's A Living Trust And Do I Need One?

March 10th, 2014
Owning any real estate is a good reason to have a living trust. The same applies to stock and other securities held outside of a retirement account. A living trust is a great idea if you have a sizeable estate with real property involved. A living tr… Read More
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Estate Planning Begins Now!

March 7th, 2014
The best estate planning not only addresses our affairs after death, it also positions us to deal with our affairs under potentially adverse circumstances during our lifetime. When people hear the term "estate planning," most immediately th… Read More
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Wait, Wealth Building Is That Simple?

March 6th, 2014
There's endless complication surrounding estate planning, tax and investment strategy. It seems complex, but it really isn't. That's because wealth building is so simple it can be explained in one sentence — Spend less than you earn… Read More
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