Blog

Philip Seymour Hoffman's $12 Million Mistake

Imagine what it would be like to be the beneficiary of a multimillion dollar estate. Now imagine what it would be like to have that estate reduced by about a third, or $12 million. Not because that money went to another heir, or to charity, but becau… Read More
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Categories: Estate Planning

Five Things You Can Do to Help Prevent Dementia

If you’re one of the rare people who has not known someone afflicted with Alzheimer’s or another form of dementia, congratulations. But if you’re like most of us, you’ve watched at least one family member or friend suffer, and… Read More
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The State of Long-Term Care in the U.S. and Michigan

Every day in the United States, 10,000 people turn 65. As the Baby Boomers enter their retirement years, that number will grow. What’s more, an increasing segment of the population is living into their eighties. Sooner or later, many of those p… Read More
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If the Estate Tax is Repealed, Do I Still Need a Trust?

Trusts are often spoken of as a way to eliminate or reduce the tax burden on an estate. Now that there is a Republican president in office and Republicans control congress, many people hope that the estate tax will be repealed. If that happens, are t… Read More
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Categories: Estate Planning

Understanding the New Protections for Nursing Home Residents

When older adults enter nursing homes and long-term care facilities, they shouldn’t have to check their safety, dignity, and control over their lives at the door. New federal rules are being rolled out to assure nursing home residents have more… Read More
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With No Close Family, Who Will Act as Your Financial or Medical Surrogate?

Recent numbers suggest why some individuals face a dilemma when naming a financial or medical surrogate during the estate planning process. According to data from the U.S. Census Bureau’s Current Population Survey, there are a couple of notewo… Read More
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How the New Fiduciary Rule Might Affect Your Retirement Investments

You would expect that your financial adviser would recommend investments for you that are designed to serve your best interests and increase your wealth. You would certainly hope that your adviser wouldn’t put their own financial interests ahea… Read More
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Categories: Estate Planning

The One Thing Parents of College-Bound Freshmen Forget

It’s June—graduation season! If you have a graduating senior, congratulations! Your spring has probably been a blur of parties and proms, and your summer will likely be a whirlwind of preparation for college: shopping to outfit dorm rooms, fi… Read More
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Don't Let a Stranger Control Your Loved One's Estate!

It sounds unbelievable: mere weeks after your elderly parent passes away, while you’re still grieving, trying to clean out their home and sort through their possessions, you find that someone else has opened their estate in the probate court an… Read More
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Don't Keep Your End-of-Life Wishes a Secret!

It’s almost hard to imagine, in a world that tweets every twinge of emotion and uploads images of every meal, that there are any secrets left. But, ironically, the very things people tend to keep close to the vest are the things that most need… Read More
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