News & Articles

One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i… Read More

Giving back is about linking passion with action, and it does not have to be complex—but it does have to be well thought out to be effective. As many well-to-do but generous Americans can attest, your philanthropy can do more than just help the cau… Read More

Estate Planning Workshop in Ann Arbor!  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 RS… Read More

A trust is a great tool within an estate plan, one with unique goals depending upon the one making the plan. Some goals are very common, while others don't exactly follow the mainstream. A recent lighthearted Forbes article titled “Six Trusts… Read More

The process of selling a relative’s home is likely going to be emotional, from the sorting of the personal belongings to the finalization of the sale at the closing table. Expect that. And surround yourself with professionals who will be empathetic… Read More

My mother gave me money in 2009.  Now (2013) she is in a nursing home and needs to get Medicaid.  Does that money need to go back in her account because of Medicaid's five-year lookback? Medicaid is wound tight with very well-intention… Read More

If a beneficiary disagrees with a decision, there are reconsideration and appeals procedures within the Medicare program. Medicare approvals can be tough at times, and some may find their claims come up with the big "D" – denial. So w… Read More

For business owners that have also established their business as a corporation (not an option for partnerships), an Employee Stock Ownership Plan (or ESOP) may provide a better retirement option. How you go about selling your business is completely u… Read More