Trending in Philanthropy – Donor-advised Funds

23rd Jul 2019 Comments Off on Trending in Philanthropy – Donor-advised Funds

In the wake of the 2018 tax law changes that, among other things, increased the standard deduction to a baseline of $12,000 for an individual and $24,000 for a married […]

Read more ›

Tax Reform & Charitable Gift Planning

22nd Nov 2017 Comments Off on Tax Reform & Charitable Gift Planning

Much has already been written this fall since the House and Senate tax reform proposals were made public. What final form these bills will take when reconciled, or whether it […]

Read more ›

Love, Money, and Prenups

23rd Mar 2017 Comments Off on Love, Money, and Prenups

Rarely does the world of estate planning enter into the public consciousness. Aside from the occasional “reading of the Will” scene (sadly, these do not happen in modern practice), the […]

Read more ›

Charitable Planning

22nd Dec 2015 Comments Off on Charitable Planning
Happy Holiday Gift, for Gift-Givers! Spoiler alert: Charitable IRA Rollover Provisions Made Permanent The end of the year is, probably more often than we would like, an exciting time for [...] Read more ›

Estate and Tax Planning for Same-Sex Married Couples

16th Dec 2015 Comments Off on Estate and Tax Planning for Same-Sex Married Couples
As we near the end of the year and look back on significant events that have affected the estate planning arena, we would be remiss if we did not mention [...] Read more ›

Caregiver Managing Finances

11th Nov 2015 Comments Off on Caregiver Managing Finances
Should caregivers manage finances for disabled or elderly people they are caring for? Learn about checks and safeguards. A video by Estate Planning Attorney, Adam S. Russell. Read more ›

Michigan Property Tax Uncapping Update

23rd Apr 2015 Comments Off on Michigan Property Tax Uncapping Update
Owners of real property in Michigan have “enjoyed” having a cap imposed on the amount their property taxes can increase in any given year since 1995. A reasonable taxpayer might [...] Read more ›

Estate Planning for Digital Assets

22nd Jul 2014 Comments Off on Estate Planning for Digital Assets
You may have seen the front page article in the South Bend Tribune this past Thursday on planning for your digital assets should you pass away. Planning for digital assets [...] Read more ›

Estate Planning: Have you considered your digital assets?

4th Feb 2014 Comments Off on Estate Planning: Have you considered your digital assets?
As more and more facets of our lives, professional and personal, involve some sort of digital component, it is becoming increasingly important for individuals to incorporate and account for their [...] Read more ›

Preserving the Family Cottage for Future Generations

30th Oct 2013 Comments Off on Preserving the Family Cottage for Future Generations
"Family cottage" evokes images of idyllic summer days on the lake and evenings around the fire with those near and dear to you; often, these images are founded on multiple [...] Read more ›

Next Page »