Updates on Federal and state limits

 Last last year, the IRS announced the annual updates to certain key figures:  $13.99 million - the lifetime per-person estate and gift tax ...

  • Lion Cub deeds - myth vs. reality
    The Lion Cub deed is an elusive creature. It is fleetingly mentioned on the web sites of some Michigan estate planning and real estate attor...
  • IRA distributions under SECURE
    The 2019 SECURE Act made a major modification to post-mortem distributions of funds from IRAs and qualified retirement accounts to non-spous...
  • The lion cub, revisited
    We recently posted our commentary on the use of a so-called “lion cub” deed, noting that two or more people who are granted ownership of re...