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Did a New York Woman Scam Her Own Daughter’s Inheritance?
February 9th, 2015
Sometimes people think that it takes a lot of wealth for problems to arise within families over estates. However, what is a lot for any particular family is relative. People who do not have much wealth will fight over far less money than those who do…
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Revoking an Irrevocable Trust
February 6th, 2015
By the basic meaning of its title, it would seem that an irrevocable trust cannot be revoked. However, in Louisiana, a battle is waging over whether or not that is always true. Tom Benson is believed to control the largest fortune in the state…
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Categories: Aging Issues, Blended Families, Elder Law, Estate Planning, Long Term Care, Medicaid, Probate, Trust Funding
When DIY Estate Planning Goes Wrong
February 5th, 2015
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create your own estate plan can actually be more expensive than hiring an attorney. Hav…
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Categories: Aging Issues, Elder Law, Estate Planning, Long Term Care, Power of Attorney, Probate, Will
Answers to Questions about Medicare and Medicaid
February 4th, 2015
One adult son talks about his mother-in-law's well-being: She is elderly, lives alone, experiences symptoms of dementia, and doesn't accept help easily. She refuses to have strangers in the house. She has lost all effort to cook, but she wi…
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Getting Access to Digital Data
February 3rd, 2015
When a loved one passes away it is extremely difficult to get access to any digital data they may have, including what might be stored on their cell phones. This is the case even when getting access to the data might help explain how the loved…
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How To Make A Planned Gift More Flexible in Ann Arbor
August 12th, 2013
It is indeed possible for a charitable gift annuity, a charitable remainder unitrust, a charitable remainder annuity trust, a life estate agreement or a pooled income fund to be converted into a current gift. Have you considered expanding your genero…
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Categories: Estate Planning
Conservation Easements Are No Easy Task – Do Your Homework in Ann Arbor
August 8th, 2013
In general, the value of an easement is the value of the property’s development rights. But in practice, these financial values are far more nuanced and flexible. Do you know the fundamentals of conservation easements? If not, then you might want t…
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Categories: Estate Planning
Your Last Will And Testament Is NOT The Final Word On Your IRA in Ann Arbor
August 6th, 2013
The only time your Will would control who gets your IRA is if your estate is the beneficiary. Generally, it’s not a good idea to name your estate as the beneficiary of your IRA. Even though you made sure to prepare your Last Will and Testament, it…
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Categories: Estate Planning
Are You Planning To Fund Your Retirement With A Business Sale in Ann Arbor?
August 5th, 2013
If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and y…
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Categories: Estate Planning
Succession Planning: Avoid Strife When Passing On The Business in Ann Arbor
July 25th, 2013
At the most recent meeting of the She Owns It business group, the owners discussed succession planning. The topic is of particular interest to Susan Parker, owner of Bari Jay. She and her sister, Erica Rosenfeld inherited Bari Jay from their father,…
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Categories: Estate Planning
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