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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… Read More

Just when is the DSUE [Deceased Spouse Unused Exemption] available to a surviving spouse or the estate of a surviving spouse for use in determining the surviving spouse’s applicable exclusion amount? It can be very challenging to stay on top of fed… Read More

While most people are fixated on tax rate increases adding to their income tax bill in 2013 and beyond, very few people are aware that the Pease limitation reinstatement can add to their income tax bills by phasing out some key itemized deductions. A… Read More

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… Read More

One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i… Read More

Giving back is about linking passion with action, and it does not have to be complex—but it does have to be well thought out to be effective. As many well-to-do but generous Americans can attest, your philanthropy can do more than just help the cau… Read More

Estate Planning Workshop in Ann Arbor!  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 RS… Read More

A trust is a great tool within an estate plan, one with unique goals depending upon the one making the plan. Some goals are very common, while others don't exactly follow the mainstream. A recent lighthearted Forbes article titled “Six Trusts… Read More