Achieving Results, Exceeding Expectations


IDEAS FOR THESE TRANSITIONAL TIMES As tax lawyers and estate planners, we see that there is a lot of uncertainty and speculation in the marketplace about what the estate and gift tax system will look… Read More >

The SECURE Act Makes Stretch IRAs Less Flexible

By Jeffrey D. Moss, Esq. On December 20, 2019, while you were finishing your holiday shopping, Congress passed the Setting Every Community Up For Retirement Enhancement (SECURE) Act of 2019.  The SECURE Act became effective… Read More >

October 21–27 is National Estate Planning Week

By Jeffrey D. Moss, Esq. While it is hard to believe, in 2008, Congress passed a resolution that designated the third week of October as National Estate Planning Awareness Week.  At Dawda Mann, our group… Read More >

Learning from Glen Campbell and Casey Kasem: Fractured Families

Sometimes, the stories of celebrities’ troubles illustrate the most tragic, heart-wrenching aspects of modern life. This is particularly true in the lives of two legendary men: radio star Casey Kasem and country singer Glen Campbell…. Read More >

Social Security Benefits for Same Sex Spouses

The Social Security Administration (SSA) announced in a status conference in federal court that there will be new rules as a result of the United States Supreme Courts Obergefell decision legalizing same sex marriage. Representatives… Read More >

Changes in Tax & Estate Law as a result of the Supreme Court Marriage Equality Decision

Following the US Supreme Court ruling in Obergefell v. Hodges, Same Sex Married Couples have new options and pitfalls when it relates to taxes and estate planning. Tax Filing Status: Any couple who has been married… Read More >

Funerals and Tax Forms: Estate Planning Issues for Surviving Spouses

Going through the grief process is not the only difficult work that has to be done after the death of a spouse. Indeed, following this significant loss, handling the estate becomes a new high priority… Read More >

What Happens to Your Facebook Page: Another Issue of Estate Planning

A series of legislative bills (House Bills 5366-5370) are pending in the Michigan House of Representatives. The purpose of the proposed bills is to grant fiduciaries such as executors, conservators, trustees and agents under durable… Read More >