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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
Disinheritance Challenges in Ann Arbor
February 14th, 2013
As cruel as it sounds to disinherit a child, people have their reasons. Sometimes there is no relationship. Other parents might feel the adult is well-off and does not need an inheritance. Estate planning largely involves the process of distributing…
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Passing On the Family Home to the Next Generation in Ann Arbor
February 12th, 2013
There are nearly half a dozen ways to give a home to your child. And a couple are tax-free. You’re probably well aware that for many families, the family home is the single most important estate asset. Can you imagine your kids having to part with…
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Categories: Estate Planning
A Gift You Cannot Return in Ann Arbor
February 7th, 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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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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More People Get Option to Convert to Roth IRAs in Ann Arbor
January 31st, 2013
Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement…
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Succession Planning – A Business Must in Ann Arbor
January 29th, 2013
The conversation around successions can be [sensitive], because it brings up all the same issues one faces when starting a business — only this time, you’re forced to imagine it without yourself in the picture. When it comes to business, successi…
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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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