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Be aware of the Holiday Blues

It’s such a fun time of the year. Right? We are in the midst of the holiday season. For many people, it is time for the holiday party hop. In addition to family and friends, most organizations and employers are …

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So You Are In Charge of the Estate or Trust

Mom or dad has named you as personal representative of their estate or as trustee of their trust. As a personal representative or trustee, you are considered a fiduciary. This is someone who handles funds or property of another. As …

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IRA Hot Topics

Frequently there are issues that come up in our office that affect the taxability of IRA distributions. We regularly get questions from our clients regarding their IRAs and the options that are available to them and who they should name …

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What Do We Do with the Mobile Home?

This past Thursday, I spent the day in Livonia teaching a continuing professional education class about estate administration for the Michigan Association of CPA’s. One of the topics I discussed with a room full of CPA’s was the transfer of …

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Will or Trust – Which is Best?

Last week, one of the questions we discussed that I and my partner Buzz Suuppi get all the time is: How much assets do I need for a trust? What we are really being asked is: Should my estate plan …

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Top Five Estate Planning Questions

Because of all the estate planning that we do, we get a lot of estate planning questions on a daily basis. In today’s column we are going to discuss the top five estate planning questions that we regularly get in …

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