» estate planning

Fiscal Cliff Deal Brings New Tax Hikes for Trust Beneficiaries in Ann Arbor

“It’s hitting where it really shouldn’t,” says Laurie Hall, an estates lawyer and head of the Wealth Management Group at Edwards Wildman in Boston. “These increases weren’t intended to hit people with income below $200,000, and they will.… Read More
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Retirement Possibility: Make a Run for the Border

Among the top retirement spots in the world this year, you’ll find great variety in the cultural offerings, climates and lifestyles. When you hear “make a run for the border,” you may be reminded of Taco Bell’s slogan in the mid-1990s. … Read More
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Portability Provision Extended in Fiscal Cliff Deal in Ann Arbor

Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing… Read More
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Trust Solutions for Blended Families in Ann Arbor

Numerous studies show a senior widower is much less likely to stay single than his female counterpart… [and that] often leaves the question of how the father can protect the children’s inheritance if there is a second wife in the picture. In that… Read More
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IS IT ALREADY TIME FOR NEW YEAR’S RESOLUTIONS AGAIN? SOME TIPS TO MAKE THOSE PESKY PLANS STICK!

As we edge closer and closer to January 1st, many people begin the annual process of deciding on their New Year’s resolutions – changes that they want to make to improve their lives, health and experiences in the coming year.  It’s complet… Read More
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Trust Solutions for Blended Families in Ann Arbor

Numerous studies show a senior widower is much less likely to stay single than his female counterpart… [and that] often leaves the question of how the father can protect the children’s inheritance if there is a second wife in the picture. In that… Read More
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Trust Solutions for Blended Families in Ann Arbor

Numerous studies show a senior widower is much less likely to stay single than his female counterpart… [and that] often leaves the question of how the father can protect the children’s inheritance if there is a second wife in the picture. In that… Read More
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Ann Arbor Annual Gift Exclusion Gets a Friendly Bump

Individuals can generally receive up to $13,000 a year as a gift without getting hit by a federal gift tax. In 2013, as a result of cumulative indexing, this amount is projected to increase to $14,000 per person. Sometimes it’s the little things, a… Read More
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To Give or Not To Give (In 2012)

Hurry up and wait – that's what some financial advisers are telling their clients as an uncertain tax environment makes it tough to plan charitable giving in 2012. With 2013 almost upon us and only two short months of 2012 to go, now is th… Read More
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Choosing Michigan Or Another State As Your State of (Estate Planning) Residence

Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence. And it’s the laws of that state which will dictate your estate planning. You will need to decide… Read More
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