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Asset Protection Planning Pitfalls
April 9th, 2013
It is, of course, painfully difficult to call what Reed and Cohen put together anything like valid asset protection planning. Sadly, at a certain low level this is the standard of practice, such as it is, that goes on with mass-marketed asset protect…
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Categories: Current Affairs
Tags: Asset Protection
A Power of Attorney Can Produce a Thief in Disguise
March 26th, 2013
Statistics on power of attorney abuse are hard to come by, but experts recognize it as a prevalent problem. There will come a time at which you will need to legally delegate someone to handle your financial matters. This legal delegation, known as a…
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High Court Sees an Estate Tax Case Regarding Same-Sex Marriage
March 22nd, 2013
In bringing her case to the Supreme Court, Windsor argues that DOMA violates the U.S. Constitution's guarantee of equal protection. DOMA backers say the law is valid. Same-sex marriage has been a controversial issue in American politics, and wil…
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Categories: Current Affairs
The Gun Trust: Your Estate Planning “Weapon”
March 15th, 2013
The national trend is driven by the National Firearms Act (NFA), which regulates the transfer or sale of certain guns and other weapons, in part by requiring a sheriff or police chief to approve the transfer with an authorized signature. However, NFA…
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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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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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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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Avoid the Sting of the Estate Tax Rules in Ann Arbor
February 15th, 2013
The good news is the estate tax won’t apply to as many business owners as we feared; the bad news is that when it applies, it has a nasty sting. Over the past several years, we’ve seen estate taxes go through many alterations. We’ve seen change…
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A Gift You Cannot Return in Ann Arbor
January 25th, 2013
The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a he…
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