News & Articles

The law is clear on one thing: when a trust document does not address the issue, Ms. Klein said, “children born with the new technology are entitled to inherit with the same rights as a natural-born child.” Planning an inheritance? Just when you… Read More

The silent party to all the fighting is, of course, Luray Caverns. It is not just a U.S. Natural Landmark. It is also a business, and businesses can suffer when their owners are at war with each other. Family businesses have a tough time passing from… Read More

Please join Legacy Law Center as Terry Bertram presents a FREE workshop on Estate Planning. Where: Weber’s Inn, 3050 Jackson Ave,  Ann Arbor When: Wednesday, September 25th 6:30-8:30 p.m. How: Call to RSVP 734-995-2383 or email Melanie@legacyp… Read More

A POA is a legal document that is based on your state’s law that authorizes someone to act on your behalf. A Power of Attorney (POA) is an essential tool for your estate plans, and a mighty strong one at that. In effect, every adult should have one… Read More

…In general, I highly recommend that couples negotiate the financial terms of their marriage and each partner’s role before saying their vows. If you keep up on celebrity gossip as it relates to those high-profile marriages and divorces, you ofte… Read More

Artwork can be really valuable. Thus, it is hardly surprising that artwork will be a contentious matter in estate tax cases. When it comes to estate planning, determining the value of artwork can be disputable and very difficult to pin down. However,… Read More

Don’t be surprised if your CPA or financial planner starts babbling acronyms: CRUT, CRAT, NICRUT, NIMCRUT, Flip CRUT. Hear him out. The higher federal tax rates that kicked in this year have given all these variants of the four-decade-old charitabl… Read More

Now the death-tax debate has shifted to state capitals, with mixed results depending on which party runs the state. Prior to 2001, states could impose an estate tax of up to 16% with no extra burden on their residents because a federal tax credit off… Read More