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Posts from January 2013

  • Michigan Legislation in 2012

    January 16, 2013

    Congress was not the only busy legislative body in December.  Our state legislature also passed, and the Governor signed, several important bills which affect estate planning for Michigan residents.

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  • IRA Planning and Charitable Gifts

    January 14, 2013
    Congress extended through the end of 2013 the popular "charitable IRA transfer." This permits individuals who have reached age 70 1/2 to make income tax-free distributions up to $100,000 directly from an individual retirement plan to one or more… Read More »
  • Estate Planning Tax Update

    January 11, 2013

    By now you should have all heard that Congress narrowly averted the Country's fall over the "fiscal cliff" at the very last moment (well, actually after the very last moment, but retroactive to the very last moment) by enacting the American Taxpayer Relief Act of 2012, now becoming known as "ATRA". While estate tax planning is only one aspect of the estate planning process, the permanence of the new law provides a welcome contrast to the uncertainty about exemption amounts and rates that the last ten years provided.

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