Estate Planning

Michigan AG Alert: The Grandparent Scam

Apr 12, 2011

The Michigan Attorney General’s Office has issued an alert which they have entitled the “TELEPHO...

Do Surviving Spouses Have a Right to a 401(K) Or IRA?

Apr 12, 2011

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse wil...

New Estate Tax Law: The Good, the Bad & the Ugly

Jan 19, 2011

The Good Congress has passed and the President has signed into law the deal extending the Bush ta...

8 Events That May Necessitate Estate Plan Revisions

Jan 19, 2011

Estate planning shouldn’t be thought of as a one-time proposition. Just like with financial planni...

Social Security May Stop The Do-over Strategy

Sep 19, 2010

The Social Security Administration may soon eliminate a loophole that allows Social Security recipie...

Legalzoom Sued Over Flawed Estate Plan

Jul 19, 2010

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning docum...

Estate Tax Repeal Law Update

Jul 19, 2010

The federal estate tax lapsed (was “repealed”) on January 1, 2010. But under current law, it wil...

Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

The Estate Tax Expires, But….

Feb 21, 2010

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...

Ten Dos & Donts When Acting as a Trustee

Feb 21, 2010

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What resp...