Probate & Estate Planning

Retirement Savings Change Based On Income Projections

Retirement Savings Change Based On Income Projections

Posted on May 17, 2013 by Greg Herman-Giddens

The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based on potential voluntary contributions. Full Story

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525,600 Minutes

525,600 Minutes

Posted on May 17, 2013 by Hull and Hull LLP

I recently attended the production of ‘Rent’ at the Lower Ossington Theatre.  The musical has been a favourite of mine for years.  I know the words to almost all of the songs, albeit if I have to sing them, it is fairly off key.  Full Story

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Safe Keeping for Your Documents

Posted on May 16, 2013 by Hull and Hull LLP

Have you ever had something that was special, that you wanted to put in a special place to make sure nothing bad happened to it? You find the perfect spot for it and put it away. Full Story

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Elder Law Perspectives

Posted on May 15, 2013 by Joe Koshar

In our practice, we often have clients and/or family members of clients who have done extensive research on Medicaid. Full Story

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Michigan’s Plan: Target Date Investment Strategy

Posted on May 15, 2013 by Bill Stalter

A representative of the Michigan Funeral Directors Association advises that their request for proposal for a new investment advisor for the master trust has resulted in the selection of a firm that will not only assume a true fiduciary relationship to funeral directors and consumers, but that will also guide the Association towards a target date investment strategy. Full Story

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No NC Tax Reform Bill Yet, Here’s the Plan

No NC Tax Reform Bill Yet, Here’s the Plan

Posted on May 15, 2013 by Greg Herman-Giddens

The North Carolina Senate had announced plans to reveal the new NC tax reform bill in early May. However, the press conference instead produced the outline of a measure that the Senate hopes to turn into a bill later in 2013. Full Story

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Mental Health Gets a Checkup

Posted on May 15, 2013 by Hull and Hull LLP

The American Psychiatric Association is set to publish the fifth and latest edition of the Diagnostic & Statistical Manual of Mental Disorders, the DSM-5, this month. Full Story

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Succession Year – April 2013 – Creditor Proofing and Family Trusts

Posted on May 14, 2013 by John Mill

A trust is a highly effective creditor proofing strategy. A trust is creditor proofed from  legal claims made against individuals. A trust is separate from the individual therefore claims made against the individual cannot be made against the trust. Full Story

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Nate Dogg – Just One More Fight

Posted on May 14, 2013 by Hull and Hull LLP

No one wants to be embroiled in a family fight. No one wants their parents to disinherit them. No one want to fight with their siblings.  Full Story

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2013 Estate Planning – Still Not the Time to Be Complacent

Posted on May 13, 2013 by Joe Koshar

The end of 2012 saw an unprecedented surge of activity for estate planning attorneys and advisors counseling clients to implement estate plans before the 2013 changes in the law, which would have reduced gift and estate tax exemptions to $1 million.  Full Story

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