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The Roth IRA Is "Mr. Popularity" in Ann Arbor
January 14th, 2014
Conversions from regular IRAs to Roth retirement accounts increased more than nine times in 2010, rising to $64.8 billion from $6.8 billion in 2009, according to data released [January 3rd] by the Internal Revenue Service. As reported in Bloomberg on…
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What About Those Pesky State Death Taxes?
January 13th, 2014
Even if you live (and, well, die) in a state that doesn't have an estate tax, your estate could be nicked if you own property or other tangible assets (such as a plane or a boat) in a state that does. We tend to spend so much time talking about…
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A Check-Up For Your Trust
January 10th, 2014
… Make sure that you understand what is in your trust. Other issues, particularly those related to tax issues, will require consulting with an estate planning professional. Do you have a trust? Trusts are powerful estate planning tools, those o…
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The Law Blurs The Lines Between Life And Death
January 9th, 2014
"It seems like there seems to continue to be confusion about what it means to die using neurologic criteria," said Cynda Hylton Rushton, professor of clinical ethics at Johns Hopkins University. Two recent medical cases are making headlines…
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The Many Methods Of Leaving An Inheritance
January 8th, 2014
People who take good care of their children take good care of their money, and people who take good care of their money take good care of their children. Money can bring about both the good and the bad, depending on how one uses it. So you can imagin…
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More Medicare Coverage For Mental Health Costs In 2014 in Ann Arbor
January 7th, 2014
“Hopefully, older adults who previously were unable to afford to see a therapist will now be more likely to do so,” said Andrea Callow, a policy lawyer with the Center for Medicare Advocacy. Now that 2014 is officially here, it's time to sta…
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New Year, New Estate Plan in Ann Arbor
January 6th, 2014
Estate planning is a difficult topic to address because it requires you to think about a world without you in it. No one likes to reflect on their own demise, which is why many people simply put estate planning off for another day and only get around…
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Prenup: The "Other" Proposal
December 20th, 2013
Generally, the best candidates for a prenup, besides anyone with substantial assets, are those going into a second or third marriage, says Bonnie Sockel-Stone, a marital and family attorney in Miami, Florida. A prenup proposal is a bit of an ox…
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Talk To Your Heirs About Their Inheritance
December 19th, 2013
For many people, estate planning is both a private matter and morbid topic – not something that parents want to discuss with their adult children. While having such conversations takes a lot of courage, families that speak freely about these de…
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Money Talks With Your Parents
December 18th, 2013
Aging parents need to establish a plan and communicate it with their adult kids — and adult kids need to ask their parents about their finances. In our own lives, our parents start and run the money conversations from that first allowance to ge…
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