Latest Articles

Sidestep Probate: What Michigan’s Small Estate” Law Allows
Apr 28, 2026
If you live in Northville, Brighton, or the surrounding Southeast Michigan area, you’ve likely ...
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Is It Time to Update Your Patient Advocate Designation?
Apr 25, 2026
During this time of year many of us are focusing on "spring cleaning." While tidying up the house is...
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The Hidden Benefits of Lady Bird Deeds for Michigan Homeowners
Apr 22, 2026
For many, the family home is more than just an asset. It is a place of memories, a landmark of hard ...
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Inherited IRAs: What You Don’t Know Could Cost You in Taxes
Mar 24, 2026
Tax Implications of Inheriting Retirement Accounts Inheriting a retirement account such as an IRA...
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Don’t Take the Bait: How Seniors Can Spot and Stop Scams
Mar 12, 2026
Protecting Our Seniors: Common Scams and How to Fight Back Financial fraud and scams targeting ol...
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Top 7 Estate Planning Pitfalls and How to Avoid Them
Mar 04, 2026
Estate Planning Mistakes to Avoid: Protect Your Legacy and Your Loved Ones Estate planning is one...
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The Future of Aging in Place: Tech Tools Every Family Should Know
Feb 19, 2026
Tech Solutions for Seniors: Enhancing Safety, Independence & Quality of Life As the populatio...
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How to Discuss Your Estate Plan With Your Grown Kids
Feb 11, 2026
Discussing your estate plan with your adult children can be one of the most meaningful conversations...
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Key Updates to MIABLE Accounts in 2026
Feb 04, 2026
Recent Changes to ABLE Accounts: What You Need to Know Important updates to disability savings op...
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How Does the Step Up in Basis Rule Work in Estate Planning?
Jan 28, 2026
If you’ve ever wondered what is step up in basis and why it matters in thoughtful estate planning,...
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