News & Articles

Medicaid's Give And Take in Ann Arbor

February 5th, 2014
The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb… Read More
Read More
Categories: Uncategorized

Preparing A Will: What, Where And Why?

February 4th, 2014
You should prepare a will so your heirs will be taken care of in an organized, legal and efficient manner, according to your wishes. Preparing your will is not exactly a "fun" thing to do, as most people don't want to think about the e… Read More
Read More
Categories: Uncategorized

Should You Downsize In Retirement?

February 3rd, 2014
Emotionally, it's hard to let go of a home filled with memories. Moving is a hassle, and downsizing to a smaller home isn't always the cash bonanza some might expect. When entering your golden years of retirement, what is the ideal living a… Read More
Read More
Categories: Uncategorized

Medicaid's Give And Take in Ann Arbor

January 31st, 2014
The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb… Read More
Read More
Categories: Uncategorized

Medicaid's Give And Take in Ann Arbor

January 31st, 2014
The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb… Read More
Read More
Categories: Uncategorized

Lifetime Gift Exclusion And Recent Surge In Gifting in Ann Arbor

January 31st, 2014
The law created a chance for wealthy families to move assets out of their estates and let their heirs benefit from any appreciation in value, said Lisa Featherngill, a managing director at Abbot Downing, a wealth-management unit of Wells Fargo &… Read More
Read More
Categories: Uncategorized

More People Get Option to Convert to Roth IRAs in Ann Arbor

January 30th, 2014
Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement… Read More
Read More
Categories: Uncategorized

More People Get Option to Convert to Roth IRAs in Ann Arbor

January 29th, 2014
Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement… Read More
Read More
Categories: Uncategorized

When Can You Use An Estate Tax “Portability” Exemption?

January 28th, 2014
Just when is the DSUE [Deceased Spouse Unused Exemption] available to a surviving spouse or the estate of a surviving spouse for use in determining the surviving spouse’s applicable exclusion amount? It can be very challenging to stay on top of fed… Read More
Read More
Categories: Uncategorized

Deduction Limitations Impact Wealthy Donors in Ann Arbor

January 28th, 2014
While most people are fixated on tax rate increases adding to their income tax bill in 2013 and beyond, very few people are aware that the Pease limitation reinstatement can add to their income tax bills by phasing out some key itemized deductions. A… Read More
Read More
Categories: Uncategorized
1 … 60 61 62 … 92 Last »