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Procrastinating on Filing Your 2012 Tax Return? Don’t Sweat It
March 1st, 2013
The IRS still needs time to prepare dozens of other forms and software programs for new and retroactive tax exemptions, credits, and other provisions tucked into the fiscal cliff bill, passed by Congress and signed by President Obama in early January…
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Make Sure Your Will and Beneficiary Designations Coincide
February 28th, 2013
Do you love your beneficiaries enough to take the time to check up on your beneficiary forms for your retirement accounts? You want to ensure the your plans are carried out for your loved ones when you are no longer here, and your will is the powerfu…
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The Challenges of Being an Estate Executor
February 27th, 2013
It is important for an executor to pay close attention to detail and engage in a careful, deliberative process. And remember that the best advice will come from an experienced and knowledgeable estate planning attorney. Scenario: You’ve been…
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Categories: Estate Planning
Long-Term Care Insurance (LTCi) Expands Gender Gap
February 26th, 2013
While life insurance has long been priced by sex, companies that provide long-term care insurance (LTCI), mainly used to cover healthcare expenses in old age or for severe illness, have long avoided it. But for the first time this year, they will int…
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Lifelong Careers – When Do You Retire?
February 25th, 2013
Pope Benedict, 85, is reportedly the first pope to retire in almost 600 years, which made his decision all the more momentous. But since the pope believed his health issues were impacting his job, the decision seems relatively clear-cut. For the grow…
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Will the IRS Challenge the Valuation of Your Gift of Art?
February 22nd, 2013
So you have there is this really cool painting that you gave away. Do you want it to be worth a lot or a little? It depends on who you gave it to. Giving someone art rather than dollars can be complicated, especially when it comes to taxes and…
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Categories: Estate Planning
The Appropriate Time for Asset Protection Planning in Ann Arbor
February 21st, 2013
…Proper Asset Protection is most appropriately done when the client knows that he or she has no outstanding claims, i.e., the skies are perfectly clear of creditors. Asset Protection is all about avoiding fraudulent transfers, not designing and imp…
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Categories: Estate Planning
Tags: Asset Protection
The Complexity of Gift Valuations in Ann Arbor
February 20th, 2013
…Good intentions do not guarantee a charitable contribution deduction. By failing to properly account and document the contribution, however, the IRS and Tax Court [could] disallow the deduction. You may think that being eligible for the charitable…
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Be Aware of Joint Tenancy Perils
February 19th, 2013
Clients are always interested in ways to avoid probate. One tool that can help accomplish this objective is Joint Tenancy, a form of co-ownership. When one co-owner dies, his interest in the real property automatically passes to the surviving co-owne…
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Are You “Keeping Up With The Joneses” Retirement Savings?
February 18th, 2013
According to new research from the ING Retirement Research Institute, more than half (52%) of the respondents in an ING U.S. consumer survey said they would be motivated to save more for retirement if their nest eggs didn’t measure up to those of t…
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