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Examine Expatriation Carefully in Ann Arbor

August 23rd, 2013
There are distinct immigration rules and tax rules. Seek advice from an immigration lawyer and a tax adviser. You need both sets of rules. Is the grass really greener on the other side? When it comes to becoming an expatriate, you may want to do your… Read More
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Get Your GRATs While You Can in Ann Arbor

August 22nd, 2013
Clients with swiftly appreciating assets can transfer these assets and escape both gift and estate taxation on almost all of the appreciation using a combination GRAT-life insurance strategy in connection with the steep gift tax valuation discount av… Read More
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Appreciation For Appreciated Property in Ann Arbor

August 21st, 2013
When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you inherit proper… Read More
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“Family” – An Estate Planning Topic Of Constant Change in Ann Arbor

August 16th, 2013
Many families today are living with trusts that their ancestors established decades ago. In each case, there’s a definition of “family,” either explicitly written into the trust or, by default, applied by its governing law.  There are innu… Read More
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Business Owner Lesson: Know The Facts About Bankruptcy in Ann Arbor

August 15th, 2013
Failure isn’t something that most people plan for and that’s a serious mistake. Small business owners know more than anyone about the realities of bankruptcy, either in the form or near-misses or through personal experience. Consequently, no one… Read More
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Did You Forget About Your State Estate And Inheritance Taxes?

August 14th, 2013
If you live in one of the states with an estate tax, you need to take the tax into account when planning your estate … Another state tax to take into account when planning your estate is the inheritance tax. Just when you think you’ve got the who… Read More
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Deduction Limitations Impact Wealthy Donors in Ann Arbor

August 13th, 2013
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
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Don’t Dance Around Disinheritance in Ann Arbor

August 9th, 2013
“This is the thing people who disinherit someone don’t understand: It puts a huge amount of pressure on those who aren’t being disinherited,” says Caschetta, whose experience inspired her to write a book on the subject that she's trying… Read More
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Estate Planning With Portability in Ann Arbor

August 7th, 2013
The first issue regarding portability is what does portability do? The answer is that portability allows the first spouse to die to transfer his/her unused estate tax applicable exclusion amount to the surviving spouse, who can then use it for his/he… Read More
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Estate Planning For People, Property and … Pets in Ann Arbor?

August 2nd, 2013
Only 17% of dog or cat owners have taken any legal steps to provide for pets' care after their death, according to a recent survey by the ASPCA. Most people simply assume that a friend or relative willtake care of their pet after they're go… Read More
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