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Inherited Stock and Cost Basis
March 11th, 2013
I just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find the original cost, or do I use the cost as of the date I inherited the stock? If you ask any accountant or business owner, ca…
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Categories: Estate Planning
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Estate Planning Review Advised After ATRA 2012
March 5th, 2013
"Everybody should think about their estate regardless of the level of assets," says Barry Fischman, a partner at accounting firm Marcum. "The biggest hurdle is psychological. People say, ‘I'm not ready to do anything. I want to…
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Categories: Trust Funding
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
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 Latest Edition of DSM May Lead to Rise in Cognitive Diagnosis in Ann Arbor
February 5th, 2013
The Diagnostic and Statistical Manual of Mental Disorders, published and periodically updated by the American Psychiatric Association, is one of those documents few laypeople ever read, but many of us are affected by. When you have an elderly loved o…
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Keep a Sharp Eye on Taxes at the State Level in Ann Arbor
February 4th, 2013
…State estate and inheritance taxes have been in constant flux over the last decade. And it’s not just the list of states that has been changing, but in some states, the level at which the tax kicks in has been changing (both up and down). So it…
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