Acosta Law Firm, PLLC

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📣 Our latest blog post, "What Is the Estate Tax?" is now live! 🎉 If you're unsure about what the estate tax is and how i...
05/02/2023

📣 Our latest blog post, "What Is the Estate Tax?" is now live! 🎉

If you're unsure about what the estate tax is and how it might impact you, this post is a must-read. 💻 Check it out and let us know your thoughts in the comments below.

👉 READ NOW: https://www.acostaestatelaw.com/blog/what-is-the-estate-tax/

Learn about the estate tax & why it's important for estate planning from an experienced estate planning lawyer. Understand the basics & avoid surprises.

💭 Have you thought about or documented immediate action steps if you were to pass away? It's not a pleasant thought, but...
04/27/2023

💭 Have you thought about or documented immediate action steps if you were to pass away? It's not a pleasant thought, but having a plan in place can give you and your loved ones peace of mind. 📝 Don't wait until it's too late to take action.

READ OUR BLOG TO LEARN MORE
👉 https://www.acostaestatelaw.com/blog/immediate-action-steps/

Have you considered what happens after you pass away? Learn about important steps to take for your loved ones.

Many different estate planning tools can be used to help you accomplish your overall goals. These may address individual...
04/05/2023

Many different estate planning tools can be used to help you accomplish your overall goals. These may address individual aspects of your estate plan but also work together to ensure that your bigger goals are addressed and achieved during your life and after you pass away. The use of a revocable living trust is one such opportunity. This helps you plan for potential incapacity, and when used properly, keeps those assets inside the trust outside of probate.

CONTINUE READING 👇

The use of a revocable living trust helps you plan for potential incapacity, and when used properly, keeps assets inside the trust outside of probate.

Roth IRAs allow you to pass along as much wealth as possible to your heirs if they are structured appropriately. With th...
04/05/2023

Roth IRAs allow you to pass along as much wealth as possible to your heirs if they are structured appropriately. With the SECURE Act, the opportunity to use a Roth IRA as an estate planning tool increased significantly. This is because your beneficiaries must now withdraw the entire IRA balance within 10 years of receiving the inheritance. Even though Roth IRAs are subject to this rule, withdrawals made can still be made tax free.

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With the SECURE Act, the opportunity to use a Roth IRA as an estate planning tool increased significantly. Update your estate planning documents.

As you revisit your estate plan and consider making alterations heading into 2023, it’s important to think about what yo...
04/05/2023

As you revisit your estate plan and consider making alterations heading into 2023, it’s important to think about what you intend to pass on to your loved ones and whether or not this triggers additional tax consequences.

CONTINUE READING 👇

The appreciation possibility of a property can have significant impacts on whether or not you gift it to someone else.

Life insurance is an essential financial product that can give peace of mind and options to your loved ones if something...
04/05/2023

Life insurance is an essential financial product that can give peace of mind and options to your loved ones if something happens to you. While you certainly hope that your family members never need to turn to life insurance because of your unexpected passing, this can provide replacement income, educational support, and help to pay off debts in an otherwise very difficult time.

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Life insurance is an essential financial product that can give peace of mind and options to your loved ones if something happens to you. While you certainly

When you pass away, there are many different assets that may be part of your estate and outside of your probated estate....
04/05/2023

When you pass away, there are many different assets that may be part of your estate and outside of your probated estate. These assets may pass on to your loved ones in accordance with your will or other documents such as a life insurance beneficiary form. It is critical to make sure that you have set up the right beneficiary with your life insurance policy.

CONTINUE READING ⬇️

When you pass away, there are many different assets that may be part of your estate and outside of your probated estate. These assets may pass on to your

You have the opportunity to decide several different options for naming an IRA beneficiary. You’ll want to establish wha...
04/05/2023

You have the opportunity to decide several different options for naming an IRA beneficiary. You’ll want to establish what is most applicable in your situation and what is most appropriate given potential tax and other consequences. Your wealth is typically passed on through beneficiary forms filed directly with the IRA company. With an IRA, you have two main options.

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You have the opportunity to decide several different options for naming an IRA beneficiary. You'll want to establish what is most applicable in your situation

Your executor or personal representative is a person who plays a crucial role in the administration of your estate. It i...
04/05/2023

Your executor or personal representative is a person who plays a crucial role in the administration of your estate. It is not only important to pick someone who is capable of following through on this task, but also someone who will be able to handle all of the different responsibilities and can communicate with your loved ones effectively.

CONTINUE READING
🔗 https://www.acostaestatelaw.com/blog/is-it-possible-to-pick-a-bad-executor/ 🔗

Your executor or personal representative is a person who plays a crucial role in the administration of your estate. It is not only important to pick someone

Moving to another state should always prompt you to work with an experienced qualified estate planning attorney. If you ...
04/05/2023

Moving to another state should always prompt you to work with an experienced qualified estate planning attorney. If you just relocated to Michigan, there might be a few things in your estate plan that are no longer accurate for you. This is why meeting with a Plymouth estate planning attorney can help.

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Moving to another state should always prompt you to work with an experienced qualified estate planning attorney. If you just relocated to Michigan, there

A recent study released by a financial services firm found that women are less likely to have an estate plan than their ...
04/05/2023

A recent study released by a financial services firm found that women are less likely to have an estate plan than their male counterparts.

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A recent study released by a financial services firm found that women are less likely to have an estate plan than their male counterparts.

Address

9305 North Lilley Road
Plymouth, MI
48170

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17349275244

Website

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