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New Federal SECURE Act Affects Estate Planning for IRAs & 401(k) Plans
New Federal SECURE Act Affects Estate Planning for IRAs & 401(k) Plans

In December 2019, the federal government enacted expansive retirement reforms and related tax law changes that went into effect on January 1, 2020. Among the complex provisions of the SECURE (Setting Every Community Up for Retirement Enhancement) Act are new rules that ...

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  • New Federal SECURE Act Affects Estate Planning for IRAs & 401(k) Plans

    In December 2019, the federal government enacted expansive retirement reforms and related tax law changes that went into effect on January 1, 2020. Among the complex provisions of the SECURE (Setting ...

    Read More
  • Medicaid Planning Options for Elder Married Couples Affirmed in Landmark Michigan Court Cases

    Two landmark decisions from the Michigan appellate courts provide important Medicaid planning strategies for elder married couples when one spouse needs nursing home or long-term care. These tools may ...

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  • Estate Tax and Inheritance Tax Considerations in Michigan Estate Planning

    An important concern of our estate planning clients at BRMM is how estate tax and inheritance tax affect a Michigan estate. While the response to an individual client depends on a number of factors — ...

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  • A Will Is Not an Estate Plan (Here’s Why)

    A Will is a basic part of most estate plans, but an estate plan includes much more than just a Last Will and Testament. A complete estate plan includes other essential legal documents that protect you ...

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  • Danielle and Andy's TV Show: "Fortune Fights"

    We are so proud of our shareholders, Danielle Mayoras and Andy Mayoras, who host a new TV show called “Fortune Fights” airing on the REELZ Channel. The duo has been receiving some wonderful media ...

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  • Urgent Bulletin: New Regulations for VA Pension and Other Needs Based Benefits Effective October 18, 2018

    The VA is implementing a 36 month look-back with a penalty period not to exceed five (5) years for those applicants who transfer assets during this look-back period. Such transfers may include the ...

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