Blog

Should You Sell Your Life Insurance Policy?

You may have seen the ads on TV: an older couple happily discussing how they sold the life insurance policy they no longer needed for cash to help fund their retirement adventures. And you could sell yours, too, with the dual benefits of no longer ha… Read More
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Categories: Finances

How Do You Make a Valid Michigan Will?

A Last Will and Testament is the basic building block of an estate plan. Depending on your circumstances, you may need a living trust or another type of trust, and it is important to have a durable financial power of attorney and a medical power of a… Read More
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Categories: Estate Planning

Are You Making One of These Seven Life Insurance Mistakes?

Life insurance: it’s one of those things you may not think about until you have a family that depends on you. Unlike estate planning, which can require some difficult decisions (Who will be your child’s guardian? What are your wishes around end-o… Read More
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Categories: Estate Planning

Medicare Open Enrollment for 2020: What's New, What's Not

It’s September, and that means that the Medicare Open Enrollment Period (OEP), also called the annual enrollment period, is almost upon us. Open enrollment begins on October 15, 2019 and closes on December 7, 2019, for plans that take effect on Jan… Read More
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Categories: Medicare

Three Back to College Tips (for Parents and Grandparents)

Few things make the heart swell with pride like the sight of a child or grandchild walking across the stage to receive their college diploma. Babies are dressed in onesies bearing the logo of their parents’ alma mater, and little kids are taught to… Read More
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Categories: Finances

What is Sundowner's Syndrome?

You may have heard the term “sundowning” or “sundowner’s syndrome” in connection with patients who have Alzheimer’s disease or other forms of dementia. If you are a caregiver for someone with dementia, you may be f… Read More
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The Top Four Money Mistakes College Students Make (and How to Avoid Them)

College is a time of learning and exploration—and traditionally, living on very little money. That makes it all the more important for college students to preserve the resources they do have. Unfortunately, it can be easy for college students to ge… Read More
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Categories: Finances

Top Three Things You Can Do to Protect Your Unmarried Partner

Plenty of people live together in committed relationships without getting married. The reasons vary widely. Some people say they “don’t need a piece of paper” to feel married, and that may be true. But whatever your reason for not marrying, the… Read More
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Categories: Estate Planning

Ten Considerations When Choosing a Guardian For Your Children

Like many people, you may be considering updating  your estate plan in order to provide security for your children. Yet one of the most difficult parts of estate planning can be choosing a guardian for them. When you first begin the process, you may… Read More
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Categories: Estate Planning

Are “Sole Benefit” Trusts Countable Assets for Medicaid?

Having to put a spouse in a nursing home can be devastating enough. Worrying about whether you will have enough assets left to provide for yourself after paying for your spouse’s care adds another layer of worry and stress to an already difficult s… Read More
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Categories: Medicaid Planning

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