News & Articles

While saving more for retirement is a popular New Year's resolution, it often fails because people don’t have a plan to actually save more. The first months of the New Year are over. Are you on track to save as much for retirement as you thoug… Read More

The best source of prevention is good estate planning, done while the person is clearly of sound mind.  While the specifics of Nelson Mandela’s estate plan are not yet known, one thing is for nearly certain … his estate and legacy will be th… Read More

… This is government insurance for people who have very little money that covers, among other things, the cost of home care and nursing home care when a recipient can no longer care for himself. What is Medicaid? More than likely you have heard… Read More

Children almost always interpret unequal inheritances as an expression of unequal love, Witt told her clients, and giving one child more than another may make them feel slighted and angry. When planning to pass on your estate, you may feel like all w… Read More

Family businesses account for much of this country’s domestic product and are core to the American Dream. Whether it is a century-old international automobile manufacturer or a group of local dry-cleaners, family involvement in the business is a co… Read More

Please join Legacy Law Center as Terry Bertram presents a FREE workshop on Estate Planning. Where: Holiday Inn, Plymouth Road, Ann Arbor When: Saturday, January 25th from 10:00 a.m. to noon How: Call to RSVP 734-995-2383 or email Melanie@legacypllc.c… Read More

They are relatively older, they are probably inheriting from financially conservative parents and they are dealing with deep emotional reactions. Leaving behind or receiving an inheritance includes several planning points to ponder, including tax que… Read More

At the recent annual Heckerling Institute (the leading conference for estate pros) Paul S. Lee, a Bernstein wealth manager, called for a new approach to planning he puckishly described as “freebasing”–because it frees survivors to get the most… Read More