Recent Articles


Just because you got away with it...
Doesn't mean it wasn't risky.

 

Long Term Care Insurance To Protect Your Retirement Nest Egg-Michigan Lawyers Weekly

New Life for Unwanted Life Insurance Policies-Michigan Lawyers Weekly

New Life for Unwanted Life Insurance Policies-Accounting Today

New Proposed Retirement Plan Distribution Rules-Michigan Lawyers Weekly

Hidden Value in Unwanted Life Insurance Policies

Maximizing the Benefits of Inherited Wealth-Lawyers Weekly

Alternatives to Private Foundations

Begin with the Family Mission Statement--Not Strategies

Law Firms Should Offer Financial Planning Services-Michigan Lawyers Weekly

The List:  Who's Giving It Away

"Zero Estate Tax" Estate Plan

CRT -- The New Paradigm

Terminal Funding Annuities

Sale of Life Insurance Is New Option in Estate Planning, Bankruptcy, Divorce-

Long Term Care Insurance
To Protect Your Retirement
Nest Egg
Reprinted with permission of
Michigan Lawyers Weekly

    Long-term care insurance is critical in both estate planning as well as retirement planning.  Why - because without it your savings & retirement nest egg remain at risk when long-term care needs arise.  The stock market is not the only risk your retirement nest egg will be subjected to as time passes.
                                 More...


Maximizing the Benefits of
Inherited Wealth
Reprinted with permission of
Michigan Lawyers Weekly

     Here's a riddle for you. The first generation makes it. The second generation holds it. The third generation spends it. And the fourth generation strives to make it again. What it is it? Money.
     The problem with money is that when it is inherited, it often is not fully appreciated.
                                   More…


Hidden Value in Unwanted
Life Insurance Policies
Reprinted with permission of
Michigan Lawyers Weekly

    A large corporation went bankrupt. It owned a number of multi-million dollar key person life insurance policies insuring the founder of the firm. The bankruptcy trustee allowed the policies to lapse.

   Was this a good decision on its face?

                                   More . . .


New Proposed Retirement
Plan Distribution Rules
Reprinted with permission of
Michigan Lawyers Weekly

     The number one obstacle to wealth accumulation is taxation! Some might disagree with this statement after reviewing last year's stock market performance. However with combined federal and state income tax rates approaching 45% at the top end and federal estate taxation at 55% at time of death, last year's stock market ...
                                  More…


Southeast Michigan Nursing Home Costs







 


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