Giving Big This Season! A Primer on the Gift Tax Exclusion
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.
Tax Benefits of a Lady Bird Deed in Michigan
It is very common for parents to put their children’s names on the deed to their home. This is often [...]
Do You Need An Estate Plan?
What is an estate plan? Do I even need one? These are two of the most common question I receive [...]
5 Benefits of a Lady Bird Deed in Michigan
Lady bird deeds are an extremely effective estate planning tool. They are very common in Michigan and have a number [...]
What Trump’s Tax Cuts Mean for Your Estate Plan
On December 22, 2017, President Donald Trump signed into law the Tax Cuts and Jobs Act. Effective January 1, 2018, [...]
What is the Difference Between a Will and Trust?
Everyone should have an estate plan. However, determining which type of estate plan is right for you can be difficult. [...]
Saying “I Do” Again, Estate Planning for Second Marriages
Second Marriages are on the rise. A Pew Research Survey reports that 40% of new marriages in the country are [...]
Local Philanthropist Leaves $5,000 to Each Musician of the Detroit Symphony Orchestra
Charitable Giving & Estate Planning Photo: Detroit Symphony Orchestra Marjorie Fisher, spouse of the late local business [...]
Is Putting Your Children On Your Deed Or Bank Account A Good Idea?
Adding Children's Names to Your Property It is very common for parents to put their children's names on their bank accounts, deeds, [...]
Keeping up with the Clintons: Using a Qualified Personal Residence Trust (QPRT) to Lower Your Estate Tax.
Although most of us remember the Clintons championing higher estate taxes, it seems they have enlisted the help of an [...]