Over the line

 NPR describes the experiences of those who inadvertently ended up disqualifying themselves from SSI and other programs managed by the Soci...

  • 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...