From the category archives:

legal

Estate Planning and Michigan Real Property Taxes

by Jerrold Bartholomew April 4, 2008

Estate Planning often involves transfer of real property. Care must be taken to avoid incurring unnecessary property taxes as an asset protection plan is carried out.
One of the biggest obstacles to overcome is the so-called uncapping of property taxes. In Michigan, property taxes can only increase by a fixed percentage each year, regardless of the [...]

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An asset protection plan is vital to a secure retirement

by Jerrold Bartholomew March 31, 2008

Retirement for many people is defined as the time when they are able to live off of the income from their assets combined with Social Security and perhaps a pension. But anything from a car accident to a stay in long-term care can quickly deplete retirement assets and jeopardize the fruits of a lifetime’s work. [...]

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