Giving Big This Season! A Primer on the Gift Tax Exclusion

By |2019-06-24T16:50:54+00:00November 27th, 2018|Estate Planning, Financial, Taxes|

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.

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5 Benefits of a Lady Bird Deed in Michigan

By |2019-06-24T16:45:20+00:00March 8th, 2018|Estate Planning, Financial, LAdy Bird Deed, Probate, Taxes|

Lady bird deeds are an extremely effective estate planning tool. They are very common in Michigan and have a number [...]

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What Trump’s Tax Cuts Mean for Your Estate Plan

By |2019-06-24T16:51:30+00:00January 17th, 2018|Charitable Giving, Estate Planning, Financial, Taxes, Trusts, Wills|

On December 22, 2017, President Donald Trump signed into law the Tax Cuts and Jobs Act. Effective January 1, 2018, [...]

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What is the Difference Between a Will and Trust?

By |2019-06-24T16:51:50+00:00December 8th, 2017|Estate Planning, Financial, Guardian, Probate, Taxes, Trusts, Uncategorized, Wills|

Everyone should have an estate plan. However, determining which type of estate plan is right for you can be difficult. [...]

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Saying “I Do” Again, Estate Planning for Second Marriages

By |2019-06-24T16:52:16+00:00April 26th, 2017|Estate Planning, Financial, Trusts, Wills|

Second Marriages are on the rise. A Pew Research Survey reports that 40% of new marriages in the country are [...]

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Local Philanthropist Leaves $5,000 to Each Musician of the Detroit Symphony Orchestra

By |2021-03-04T17:26:25+00:00July 27th, 2016|Charitable Giving, Financial, Taxes, Trusts, Wills|

Charitable Giving & Estate Planning Photo: Detroit Symphony Orchestra Marjorie Fisher, spouse of the late local business [...]

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Is Putting Your Children On Your Deed Or Bank Account A Good Idea?

By |2019-06-24T16:54:44+00:00July 1st, 2016|Estate Planning, Financial, Taxes, Trusts, Wills|

Adding Children's Names to Your Property It is very common for parents to put their children's names on their bank accounts, deeds, [...]

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Keeping up with the Clintons: Using a Qualified Personal Residence Trust (QPRT) to Lower Your Estate Tax.

By |2019-06-24T16:56:42+00:00March 21st, 2016|Financial, Taxes, Trusts|

Although most of us remember the Clintons championing higher estate taxes, it seems they have enlisted the help of an [...]

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