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Wealth Conservation/Keys to Financial Security

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Michigan Tax Increases - Seniors. Thursday, July 14, 2011. Michigan Tax Increases - Seniors. For this summary, I thank the monthly newsletter "Aging Alert", published by the Area Agencies on Aging Association of Michigan. 2 Begin...

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Wealth Conservation/Keys to Financial Security | wealthconservation.blogspot.com Reviews

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Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Michigan Tax Increases - Seniors. Thursday, July 14, 2011. Michigan Tax Increases - Seniors. For this summary, I thank the monthly newsletter Aging Alert, published by the Area Agencies on Aging Association of Michigan. 2 Begin...

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Wealth Conservation/Keys to Financial Security | wealthconservation.blogspot.com Reviews

https://wealthconservation.blogspot.com

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Michigan Tax Increases - Seniors. Thursday, July 14, 2011. Michigan Tax Increases - Seniors. For this summary, I thank the monthly newsletter "Aging Alert", published by the Area Agencies on Aging Association of Michigan. 2 Begin...

INTERNAL PAGES

wealthconservation.blogspot.com

1

Wealth Conservation/Keys to Financial Security: October 2009

http://wealthconservation.blogspot.com/2009_10_01_archive.html

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Gifting - Who Gives and Who Gets? Trusts - New Michigan Rules. Friday, October 30, 2009. Gifting - Who Gives and Who Gets? Estate and Gift Taxes. There is increasing interest in asset protection against creditors claims. Asse...

2

Wealth Conservation/Keys to Financial Security: April 2010

http://wealthconservation.blogspot.com/2010_04_01_archive.html

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Going Into Reverse - Coming Out Ahead. Thursday, April 22, 2010. Going Into Reverse - Coming Out Ahead. How Does The Loan Work? The program is relatively new, but is gaining in popularity because of bad market conditions, outstan...

3

Wealth Conservation/Keys to Financial Security: July 2010

http://wealthconservation.blogspot.com/2010_07_01_archive.html

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Joint Ownership - Open Door to Litigation? Thursday, July 22, 2010. Joint Ownership - Open Door to Litigation? We often counsel clients on the methods for avoiding probate, among which are revocable trusts and joint ownership.

4

Wealth Conservation/Keys to Financial Security: January 2011

http://wealthconservation.blogspot.com/2011_01_01_archive.html

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. ACT NOW - CHARITABLE IRA ROLLOVER ENDS JANUARY 31,. Wednesday, January 5, 2011. ACT NOW - CHARITABLE IRA ROLLOVER ENDS JANUARY 31, 2011. 2) The account owner does not recognize any taxable income. 3) If the gift is allocated in 2...

5

Wealth Conservation/Keys to Financial Security: Estate Taxes and Life Insurance

http://wealthconservation.blogspot.com/2007/12/estate-taxes-and-life-insurance.html

Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Estate Taxes and Life Insurance. Friday, December 7, 2007. Estate Taxes and Life Insurance. The report notes that revenue for federal estate and gift taxes has ranged from 1% to 2% of federal budget receipts since World War II&#4...

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Wealth Conservation/Keys to Financial Security. Blog written by James R. Modrall, III, J.D., C.P.A., Certified Elder Law Attorney with the firm Brandt, Fisher, Alward and Pezzetti, P.C. in Traverse City, Michigan. James R. Modrall, III, J.D., C.P.A. Certified Elder Law Attorney. Michigan Tax Increases - Seniors. Thursday, July 14, 2011. Michigan Tax Increases - Seniors. For this summary, I thank the monthly newsletter "Aging Alert", published by the Area Agencies on Aging Association of Michigan. 2 Begin...

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