Estate and Business Planning Articles
Estate Planning Updates
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Health Care Directives
Health Care Directives
Description of various types of advance medical directives
AdvanceDirectives.pdf
Adobe Acrobat document [100.1 KB]
Description of various types of advance medical directives
AdvanceDirectives.pdf
Adobe Acrobat document [100.1 KB]
Living Trusts
Part I of our series on living trusts
Living trusts do not always save money for your heirs
LivingTrusts(Part I).pdf
Adobe Acrobat document [78.2 KB]
Living trusts do not always save money for your heirs
LivingTrusts(Part I).pdf
Adobe Acrobat document [78.2 KB]
Part II of our series on living trusts
Living trusts are not always easier to administer than a will
LivingTrusts(Part2).pdf
Adobe Acrobat document [84.5 KB]
Living trusts are not always easier to administer than a will
LivingTrusts(Part2).pdf
Adobe Acrobat document [84.5 KB]
Part III of our series on living trusts
Tips on when a living trust might be the best choice
LivingTrusts(Part3).pdf
Adobe Acrobat document [92.9 KB]
Tips on when a living trust might be the best choice
LivingTrusts(Part3).pdf
Adobe Acrobat document [92.9 KB]
Medicaid Planning
Alert: Immediate Changes to Medicaid
Important changes to Medicaid eligibilty rules
MedicaidAlert.pdf
Adobe Acrobat document [87.0 KB]
Important changes to Medicaid eligibilty rules
MedicaidAlert.pdf
Adobe Acrobat document [87.0 KB]
Medicaid Cost Recovery Finally Hits Michigan
Michigan is the last state to adopt rules for recovery of Medicaid payments
MedicaidCostRecovery.pdf
Adobe Acrobat document [85.5 KB]
Michigan is the last state to adopt rules for recovery of Medicaid payments
MedicaidCostRecovery.pdf
Adobe Acrobat document [85.5 KB]
Business Planning
Walking the Edge of Personal Liability for Busines Owners
Discussion of recent appellate decision on business owner liability
BusinessOwnerLiability.pdf
Adobe Acrobat document [76.8 KB]
Discussion of recent appellate decision on business owner liability
BusinessOwnerLiability.pdf
Adobe Acrobat document [76.8 KB]
Asset Protection
Low Cost Asset Protection Strategies
Simple strategies to protect your property from a lawsuit
Asset Protection.pdf
Adobe Acrobat document [126.0 KB]
Simple strategies to protect your property from a lawsuit
Asset Protection.pdf
Adobe Acrobat document [126.0 KB]
Real Estate
Real Estate Transfers -- "To Deed or Not to Deed, That is the Question"
Tips to consider before you transfer property
RealEstateTransfers.pdf
Adobe Acrobat document [142.4 KB]
Tips to consider before you transfer property
RealEstateTransfers.pdf
Adobe Acrobat document [142.4 KB]
Tips for Appealing Property Tax Assessments
Property Tax Assessment Appeals.pdf
Adobe Acrobat document [466.7 KB]
Property Tax Assessment Appeals.pdf
Adobe Acrobat document [466.7 KB]
Estate Planning
New Tax Law May Impact Your Estate Tax
Overview of 2010 Tax Changes
2010 Estate Tax Changes.pdf
Adobe Acrobat document [56.4 KB]
Overview of 2010 Tax Changes
2010 Estate Tax Changes.pdf
Adobe Acrobat document [56.4 KB]
Planning for Portability of Estate Tax Exclusions
How to Implement New Concept of Portability
Planning for Portability.pdf
Adobe Acrobat document [307.8 KB]
How to Implement New Concept of Portability
Planning for Portability.pdf
Adobe Acrobat document [307.8 KB]
25 Common Estate Planning Mistakes and How to Avoid Them
A review of common estate planning mistakes
Estate Planning Mistakes.pdf
Adobe Acrobat document [78.2 KB]
A review of common estate planning mistakes
Estate Planning Mistakes.pdf
Adobe Acrobat document [78.2 KB]
Designating IRA Beneficiaries for Maximum Stretch
Designating IRA Beneficiaries.pdf
Adobe Acrobat document [319.9 KB]
Designating IRA Beneficiaries.pdf
Adobe Acrobat document [319.9 KB]
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