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New Year, New Estate Plan in Ann Arbor

January 6th, 2014
Estate planning is a difficult topic to address because it requires you to think about a world without you in it. No one likes to reflect on their own demise, which is why many people simply put estate planning off for another day and only get around… Read More
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Prenup: The "Other" Proposal

December 20th, 2013
Generally, the best candidates for a prenup, besides anyone with substantial assets, are those going into a second or third marriage, says Bonnie Sockel-Stone, a marital and family attorney in Miami, Florida.  A prenup proposal is a bit of an ox… Read More
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Talk To Your Heirs About Their Inheritance

December 19th, 2013
For many people, estate planning is both a private matter and morbid topic – not something that parents want to discuss with their adult children. While having such conversations takes a lot of courage, families that speak freely about these de… Read More
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Money Talks With Your Parents

December 18th, 2013
Aging parents need to establish a plan and communicate it with their adult kids — and adult kids need to ask their parents about their finances. In our own lives, our parents start and run the money conversations from that first allowance to ge… Read More
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Year-End Giving: What, How, And Why

December 17th, 2013
“What we’ve found is that donors give — and give more — when confident the money will actually make a difference." The giving season is upon us as the end of 2013 is near. Charitable donations are an important way of giving back. If you… Read More
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Carefully Plan For A Special Needs Beneficiary

December 16th, 2013
Planning for a special needs beneficiary can be incredibly complex, so it’s generally best to consult with a knowledgeable attorney in your state who specializes in this area. Estate planning helps to ensure our loved ones will be taken care of whe… Read More
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Pass The Assets, But Don't Drop The Ball

December 13th, 2013
A comprehensive estate plan ensures that wills, trusts, ownership forms and beneficiary designations are in sync with your wishes. Is your plan up-to-date? As the old adage puts it, most folks do not “plan to fail, they just fail to plan.” In thi… Read More
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Can Inherited IRAs Be Impacted By Bankruptcy?

December 12th, 2013
While the dispute over inherited IRAs has not arisen often, it may crop up more in the future. Does an "inherited" retirement account remain a retirement account for the intended heir? This may sound like a rhetorical question, but it is cu… Read More
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The "Appreciation" Of Giving, Literally

December 11th, 2013
I know that most people will simply write a check to their charity of choice but for many, there is a more tax efficient way to gift, right? With the end of 2013 fast approaching, have you considered your year-end charitable gift strategy? While it i… Read More
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Is Your Will The Final Word? Not Necessarily

December 9th, 2013
A will may say to divide an estate equally among three children. But if a particular account is titled to pass to just one, only that beneficiary will get the account. Your Last Will and Testament is the legal document to put your wishes in writing a… Read More
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