News & Articles

With back-to-school season upon us, it’s an issue that’s timely to consider. Once your children turn 18, you are no longer entitled to see their medical records and make decisions about their medical treatment—unless they take a few basic estat… Read More

Should it be maintained for close relatives? Will the next generation use it together or separately? Is it the site of family reunions? If not, will it be available to friends or even renters? Few places prove to be so powerfully uniting for a family… 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 18th 6:30-8:30 p.m. How: Call Melanie to RSVP 734-995-2383 or email… Read More

"Fighting over personal property is the match to the tinderbox of emotions," says McManus. "Sometimes feuds start because of lingering resentments over who worked the hardest to take care of Mom or Dad when they were sick or even over… Read More

Under federal pension law, there are many very strict legal requirements that must be met when a spouse tries to waive his or her rights to the other spouse’s retirement benefits. In this case, those rules weren’t met because the post-nuptial agr… Read More

These days, patients are often transferred from a hospital to a nursing home to recover. But, then, some never leave. "The only thing I worried about was not getting out," Holmes says now. She kept asking her husband and one daughter: "… Read More

There are distinct immigration rules and tax rules. Seek advice from an immigration lawyer and a tax adviser. You need both sets of rules. Is the grass really greener on the other side? When it comes to becoming an expatriate, you may want to do your… Read More

Clients with swiftly appreciating assets can transfer these assets and escape both gift and estate taxation on almost all of the appreciation using a combination GRAT-life insurance strategy in connection with the steep gift tax valuation discount av… Read More