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Now the death-tax debate has shifted to state capitals, with mixed results depending on which party runs the state. Prior to 2001, states could impose an estate tax of up to 16% with no extra burden on their residents because a federal tax credit off… Read More

Money and taxes aside, here are 7 good reasons you need an estate plan … Estate planning is not just about taxes. While it is too easy to focus on taxes, namely avoiding heavy taxation, there is far more to consider when making your own estate plan… Read More

Use this versatile account to get tax-free income and a whole lot more. If you are used to a traditional IRA, the Roth IRA may seem peculiar at first when it comes to retirement accounts. So here’s a brief refresher on all the perks of the esteemed… Read More

With back-to-school season upon us, it’s an issue that’s timely to consider. Once your children turn 18, you are no longer entitled to see their medical records and make decisions about their medical treatment—unless they take a few basic estat… Read More

Should it be maintained for close relatives? Will the next generation use it together or separately? Is it the site of family reunions? If not, will it be available to friends or even renters? Few places prove to be so powerfully uniting for a family… Read More

  Please join Legacy Law Center as Terry Bertram presents a FREE workshop on Estate Planning. Where: Weber’s Inn, 3050 Jackson Ave,  Ann Arbor When: Wednesday, September 18th 6:30-8:30 p.m. How: Call Melanie to RSVP 734-995-2383 or email… Read More

"Fighting over personal property is the match to the tinderbox of emotions," says McManus. "Sometimes feuds start because of lingering resentments over who worked the hardest to take care of Mom or Dad when they were sick or even over… Read More

Under federal pension law, there are many very strict legal requirements that must be met when a spouse tries to waive his or her rights to the other spouse’s retirement benefits. In this case, those rules weren’t met because the post-nuptial agr… Read More