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What Will Become Of The IRA Charity Rollover?
February 12th, 2014
You were so helpful to me in September, clarifying the IRA charitable contribution. Do you know if the government is instituting that same contribution this year? We are well into tax season and planning for the upcoming year. Are you keeping up with…
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When To Shut Down The Pacemaker in Ann Arbor
February 11th, 2014
[Pacemakers] prolong lives, but “all those people will face decisions down the road,” Dr. Mueller said. “’Do I keep it going? Do I turn it off?’” Physicians have similar questions, including what kinds of patients confront these ch…
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Planning For The Final Chapter in Ann Arbor
February 10th, 2014
Completing the following four tasks can help you meet any last obligations to your loved ones, ensure your final days are spent as you want, and reconcile your dreams with the realities of your life. Is a goal without a plan just a wish? Regardl…
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End Alzheimer's Disease in Ann Arbor!
February 6th, 2014
Alzheimer's Association recently received wonderful news that their efforts are paying off both here at home and in Washington, D.C. For those of you who have not heard, President Obama just signed the 2014 Omnibus Appropriations Bill which…
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Medicaid's Give And Take in Ann Arbor
February 5th, 2014
The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb…
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Preparing A Will: What, Where And Why?
February 4th, 2014
You should prepare a will so your heirs will be taken care of in an organized, legal and efficient manner, according to your wishes. Preparing your will is not exactly a "fun" thing to do, as most people don't want to think about the e…
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Should You Downsize In Retirement?
February 3rd, 2014
Emotionally, it's hard to let go of a home filled with memories. Moving is a hassle, and downsizing to a smaller home isn't always the cash bonanza some might expect. When entering your golden years of retirement, what is the ideal living a…
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Medicaid's Give And Take in Ann Arbor
January 31st, 2014
The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb…
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Medicaid's Give And Take in Ann Arbor
January 31st, 2014
The fear that the government could one day seize their homes is deterring some people from signing up [for Medicaid]. Medicaid comes with a lot of give and take. It is a safety net for those who need it, but it does come with its drawbacks. One drawb…
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Lifetime Gift Exclusion And Recent Surge In Gifting in Ann Arbor
January 31st, 2014
The law created a chance for wealthy families to move assets out of their estates and let their heirs benefit from any appreciation in value, said Lisa Featherngill, a managing director at Abbot Downing, a wealth-management unit of Wells Fargo &…
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