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Can You Transfer IRA Funds to Charity?

Tax-free transfers are limited to those over age 70½ mainly to contain the drain on the federal budget. One thing you should never forget about your IRA – even though you make contributions with pre-tax dollars, and once inside these accounts your… Read More
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Spring Cleaning Applies to Estate Plans Too

Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and remarry. And then, there are the parents who have not determined who will… Read More
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IRA Asset Protection Amount Raised as of April 1, 2013

Under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), the first $1 million of IRA and Roth IRA funds are protected (or exempt) in bankruptcy. This amount is reviewed every three years and increased as needed. For example… Read More
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Passing On the Family Home to the Next Generation

There are nearly half a dozen ways to give a home to your child. And a couple are tax-free. You’re probably well aware that for many families, the family home is the single most important estate asset. Can you imagine your kids having to part with… Read More
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Necessary Planning for Children Adopted by Same-Sex Couples

… Financial and estate planning is especially important for LGBT parents who adopt …. Having or adopting a child changes everything. Those words really hit home when same-sex couples seek adoption in a mix of state and federal laws. With state la… Read More
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Property Insurance Coverage and Estate Planning: It’s All in the Details

When it comes to the growing use of sophisticated wealth transfer mechanisms like trusts and limited liability companies by individuals, the details include complicated insurance considerations that must be expeditiously addressed. If not, the devil… Read More
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Nine Practical Pointers for Effective Estate Planning in Ann Arbor

Estate planning can be intimidating if you don’t have enough information at hand to make crucial decisions about your future and the future of your loved ones. Consider these nine practical tips for successful estate planning:  1. Keep yo… Read More
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