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Learn More About Estate Planning in Ann Arbor
October 26th, 2012
National Estate Planning Awareness Week (Oct. 15-21). What’s that? As Forbes Senior Editor Deborah L. Jacobs put it in a recent post: “It’s a bit of a contrivance by lawyers in the field to get you to seek out their services. But it…
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Categories: Estate Planning
Tags: estate planning
Ann Arbor - Are Your Charitable IRA Donations Coming Back in Time for 2012?
October 25th, 2012
Many experts are betting that Congress will revive a popular tax provision that allows those ages 70½ or older to save on taxes while donating assets in their individual retirement accounts to charity. But if you intend to give money to charity this…
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Making Long-term Plans for Family Members with Special Needs in Ann Arbor
October 24th, 2012
With each passing election season, the conversations about the cost of government-provided health care and Social Security get more urgent. But debates about the deserving and the undeserving and the proper level of budgets and taxes tend to gloss ov…
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Ann Arbor Legal Alert: Law Change May Affect Your Financial Power of Attorney
October 17th, 2012
A recent, important change in Michigan law impacts your financial power of attorney. The new Michigan statute related to financial powers of attorney went into effect October 1, 2012, and may cause you serious challenges in us…
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Ann Arbor Blended Families - Don’t Let Your Blended Family Become Bitter After You’re Gone
October 17th, 2012
I noticed during a morning news show that September 16th was National Step-Family Day. At first I chuckled at how many “awareness days” seem to be popping up. Then, as an expert began to speak about blended families, I realized how in…
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Adding Adult Children to Ann Arbor Bank Accounts - Simple Solution or Devastating Consequences? (Part 2 of 2)
October 17th, 2012
In our previous blog, we discussed why adding your child to your bank account can have dangerous consequences, such as losing your entire account in the event your child is sued, has a creditor, or gets divorced. In this blog we discuss the pro…
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Adding Adult Children to Ann Arbor Bank Accounts - Simple Solution or Devastating Consequences? (Part 1 of 2)
October 17th, 2012
At Legacy Law Center, we frequently meet with clients who are sure that they don’t need to retitle their checking or other accounts to the name of their…
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Why Should I Name My Trust as Beneficiary of My Retirement Account
October 17th, 2012
An essential part of establishing and maintaining a trust is funding, the process by which your assets are moved into your trust. Some assets need to be re-registered into your trust name, while others should have the beneficiary changed to nam…
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Categories: Estate Planning