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Business Succession 101: Think Like A Royal in Ann Arbor

September 19th, 2013
There any many reasons why patriarchs and matriarchs often have great difficulty letting go of the power and ownership of the family business. These may include (as with Queen Elizabeth) a fierce sense of duty, intense popularity, deep familiarity wi… Read More
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Retiring Abroad? Stay Informed On FATCA

September 18th, 2013
A U.S. tax crackdown is coming for foreign retirement plans. While many retirees choose to spend their golden years close to home, others are opting to spend their retirement abroad in a foreign country. Unfortunately, a “foreign” retirement may… Read More
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Inheritance Planning For Heirs

September 17th, 2013
Take steps to ensure that the money you inherit will last and help you meet your major financial objectives. Inheritance planning involves several tough decisions for the "giver" in the equation. Who shall get an inheritance? How much shoul… Read More
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Selling The Business - Learn From Others' Mistakes in Ann Arbor

September 16th, 2013
Every year, I used to get together with a client who was a business owner, and every year I would ask him, “Bruce, have you told your guys that you want them to buy the business?” He had a plan that he would eventually sell his contracting busine… Read More
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The Science Of Fertility Impacts Inheritance Planning in Ann Arbor

September 13th, 2013
The law is clear on one thing: when a trust document does not address the issue, Ms. Klein said, “children born with the new technology are entitled to inherit with the same rights as a natural-born child.” Planning an inheritance? Just when you… Read More
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Four Generation Family Business Endangered by Family Dispute in Ann Arbor

September 12th, 2013
The silent party to all the fighting is, of course, Luray Caverns. It is not just a U.S. Natural Landmark. It is also a business, and businesses can suffer when their owners are at war with each other. Family businesses have a tough time passing from… Read More
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Estate Planning Workshop in Ann Arbor!

September 11th, 2013
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 25th 6:30-8:30 p.m. How: Call to RSVP 734-995-2383 or email Melanie@legacyp… Read More
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The Mighty Power of Attorney (POA) in Ann Arbor

September 11th, 2013
A POA is a legal document that is based on your state’s law that authorizes someone to act on your behalf. A Power of Attorney (POA) is an essential tool for your estate plans, and a mighty strong one at that. In effect, every adult should have one… Read More
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Prenups: Another Wedding “To-Do” Before the Big Day in Ann Arbor?

September 10th, 2013
…In general, I highly recommend that couples negotiate the financial terms of their marriage and each partner’s role before saying their vows. If you keep up on celebrity gossip as it relates to those high-profile marriages and divorces, you ofte… Read More
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Valuation Discounts: The “Art” of Estate Planning for Artwork in Ann Arbor

September 9th, 2013
Artwork can be really valuable. Thus, it is hardly surprising that artwork will be a contentious matter in estate tax cases. When it comes to estate planning, determining the value of artwork can be disputable and very difficult to pin down. However,… Read More
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