Menu
» Uncategorized
Estate Planning Workshop in Ann Arbor!
February 25th, 2014
Please join Legacy Law Center as Terry Bertram presents a FREE workshop on Estate Planning. Where: Holiday Inn, Plymouth Road, Ann Arbor When: Saturday, January 25th from 10:00 a.m. to noon How: Call to RSVP 734-995-2383 or email Melanie@legacypllc.c…
Read More
Read More
Categories: Uncategorized
Share
Baby Boomer Heirs in Ann Arbor
February 24th, 2014
They are relatively older, they are probably inheriting from financially conservative parents and they are dealing with deep emotional reactions. Leaving behind or receiving an inheritance includes several planning points to ponder, including tax que…
Read More
Read More
Categories: Uncategorized
Cost Basis Planning in Ann Arbor
February 24th, 2014
At the recent annual Heckerling Institute (the leading conference for estate pros) Paul S. Lee, a Bernstein wealth manager, called for a new approach to planning he puckishly described as “freebasing”–because it frees survivors to get the most…
Read More
Read More
Categories: Uncategorized
Can Family Wealth Go On For Generations?
February 21st, 2014
As for the last conspiracy theory – elite families passing their wealth from generation to generation – evidence suggests that it is the exception rather than the rule. If you were able to create some wealth through the family business, how do yo…
Read More
Read More
Categories: Uncategorized
Don't Let Long-Term Care Lapse!
February 20th, 2014
Michael Pirron called John Hancock to ask about the care options covered by his parents’ insurance.“Their answer was, essentially, ‘What policy?’” he said. The policies had lapsed eight months earlier, and it was too late to send in the pas…
Read More
Read More
Categories: Uncategorized
Lawsuit Sheds Light On Medicare Coverage For Rehabilitation
February 19th, 2014
For years, it has been an article of faith that Medicare would not pay for services such as skilled nursing or physical therapy unless that care improved a patient's health status. How did this misunderstanding go on for so long? Learning all th…
Read More
Read More
Categories: Uncategorized
Life Estate: One Way To Pass On The Family Home
February 18th, 2014
A life estate is a deed that entitles you to remain in your home for the rest of your life and allows your designated heirs to inherit it without the hassle of probate-court proceedings when you die. How can you avoid probate when it comes to the tra…
Read More
Read More
Categories: Uncategorized
Who Pays The Nursing Home Bill? Filial Laws Points To The Children
February 17th, 2014
Could you be legally liable for paying for your parents’ care? Filial support laws exist in 29 states as well as Puerto Rico, and have quietly existed on the books for a long time. Now, however, these laws are a very real and present concern for th…
Read More
Read More
Categories: Uncategorized
States Propose Changes To State Death Taxes
February 14th, 2014
New York’s governor, Andrew M. Cuomo, took a step toward bringing the state’s estate tax in line with the federal one. And he is not alone among governors of cold-weather states (along with the District of Columbia) that have realized affluent re…
Read More
Read More
Categories: Uncategorized
Consider Gifting Your IRA To Your Grandchildren
February 13th, 2014
Whichever way you pass on your retirement account assets, leaving an IRA can provide a grandchild with a significant financial foundation. Think of an IRA as a potentially powerful estate planning tool. Properly structured, an IRA may transfer wealth…
Read More
Read More
Categories: Uncategorized
Services
Submit to Schedule an Estate Planning Consultation
