» Estate Tax

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… Read More
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Categories: Trust Funding
Tags: ATRA 2012, Estate Law, Estate Tax

Avoid the Sting of the Estate Tax Rules in Ann Arbor

February 15th, 2013
The good news is the estate tax won’t apply to as many business owners as we feared; the bad news is that when it applies, it has a nasty sting. Over the past several years, we’ve seen estate taxes go through many alterations. We’ve seen change… Read More
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Categories: Current Affairs, Elder Law, Estate Planning
Tags: death tax, Estate Tax, Federal Estate Tax, Gifting, Inheritance Tax

Are There Any “Winners” in the Fiscal Cliff Deal in Ann Arbor?

January 14th, 2013
They didn't get what they wanted …. But they got what they needed. Is it true that for a real compromise to take place, everyone has to walk away a bit unhappy? If so, then the American Taxpayer Relief Act passed by Congress was the truest of… Read More
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Categories: Current Affairs, Estate Planning
Tags: Capital Gains Tax, doc fix, Estate Tax, fiscal cliff, Section 179 expense

Should You Give Your Large Gifts Now or Later in Ann Arbor?

January 4th, 2013
One advantage of this year’s large gift tax exclusion and low tax rate is that they match the estate tax parameters—you don’t have to die to take advantage of the bargain basement prices for passing on your wealth.     The estate… Read More
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Categories: Aging Issues, Elder Law, Estate Planning
Tags: Estate Tax, Gift, Gift Tax
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