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Shutting Down A Trust
October 14th, 2013
Many trusts were set up over the years to help protect wealth from estate taxes. But the federal estate-tax exemption has risen steadily in recent years, to $5.25 million, or $10.5 million for couples, from $1 million in 2003. This year, Congress mad…
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When Your Estate Is "You" in Ann Arbor
October 11th, 2013
“My husband and I own a law firm, and part of the appeal of our law firm is us,” said Kelly Phillips Erb, a lawyer outside Philadelphia who has blogged on the tax matters related to the Jackson estate. “If we’re not around the next day, the v…
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Inheritance Planning For Grandchildren Using Roth IRAs
October 10th, 2013
In most situations, you can leave your Roth IRA to anyone you please simply by designating them as beneficiary. While it is perfectly legal to leave retirement accounts to a minor, doing so can create some complications. IRAs aren't j…
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What Will You Give To Charity? Consider A Life Insurance Policy
October 9th, 2013
You have a whole or universal life-insurance policy that you or your heirs don't really need. What do you do? Well, you may want to donate it to your favorite charity. There are basically two ways to do it. Ask any widow or widower and the…
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Medicare Treatment Denied By A Medicare Advantage Plan? You Can Appeal!
October 8th, 2013
By one count, nearly one-third of Medicare Advantage plan enrollees say they were denied coverage for treatment by their plans. Such denials of coverage can be enraging or even life-threatening. However, there is an appeal process to resolve these co…
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Buffett's Lessons On Charitable Giving in Ann Arbor
October 7th, 2013
In the end, you can think of the RISE system as a basic question: Is this organization built to get the job done? And, will it help you get your job of doing some good in the world done right? Giving to a good cause can have a substantial impact on t…
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The Methods Of A "Qualified Appraisal" in Ann Arbor
October 4th, 2013
What makes an appraisal “qualified,” says the Tax Court, is whether it provides sufficient information to enable the Internal Revenue Service to evaluate an appraiser’s methodology. When you give cash to charity, it is a pretty straightfo…
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Health Care Decisions When Family Is No Longer There in Ann Arbor
October 3rd, 2013
“The presumption is that everyone has someone available, someone most likely younger or in better health, and better able to carry out one’s wishes or make decisions with your guidance …” But not everyone does. When it comes time to make…
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Tax Saving Tips For Selling The Business in Ann Arbor
October 2nd, 2013
“There are things you can do to minimize—or with the right set of facts—eliminate taxes,” says Timothy Jessell, a tax lawyer with Greenberg Traurig in Tysons Corner, Va. whose client base is people buying and selling companies. In one case, a…
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Is Image Really Everything? According To The IRS, It's Everything & More in Ann Arbor
October 1st, 2013
Documents recently released in litigation between the estate of pop star Michael Jackson and the IRS showed that a large part of the dispute revolves around the value of Jackson’s image and likeness. While the estate assessed the value of his image…
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