Blog
Guide to Moving After Retirement
March 17th, 2023
Retirement is a time of new freedom after decades in the workforce, and one of the things retirees discover they are free to do is move somewhere new. Relocating after retirement can offer a number of benefits: the opportunity to enjoy a warmer clima…
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Categories: Retirement Planning
Setting Up a Trust Fund for Kids
February 28th, 2023
It’s a question we’re hearing more and more: “Should we set up a trust fund for our kids?” It’s a good question, and not just for wealthy families. When many people hear “trust fund,” they think of spoiled, entitled young people who liv…
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Categories: Estate Planning
Long-Distance Caregiving: What You Need to Know
February 14th, 2023
Maybe you moved away from your hometown for a job. Maybe your parents moved to a warmer climate after retirement. Whatever the reason, if you find yourself living in another state from an aging parent, you may be concerned about how to meet their cha…
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SECURE Act 2.0 Latest Updates
February 7th, 2023
A few years back, we wrote in this space about the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Signed into law in 2019, the SECURE Act made some significant changes to the law regarding retirement accounts, including pushing b…
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Categories: Retirement Planning
Is a Charitable Remainder Trust Right for You?
January 29th, 2023
Over our lifetimes, estate planning goals often change. When our families are young, our priorities are usually planning to provide for them. As we grow older, we may develop broader goals, including defining our legacy and supporting charities that…
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Handling of Debts as a Trustee
January 29th, 2023
If you are serving as the trustee of a trust, you may be faced with beneficiaries who, understandably, want to know what their distribution from the trust will be, and when they will receive their share. Unfortunately, that answer may not be readily…
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Telemedicine for Seniors in Michigan
January 25th, 2023
The world is now nearly three years into COVID-19 pandemic, and while the health crisis has hit seniors hard in many ways, one development has emerged from the pandemic that may actually be a significant benefit to seniors in Michigan and across the…
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Be Sure to Include Your Pets in Your Estate Plan!
December 27th, 2022
Estate planning is something we do for the ones we love. Too often, however, people neglect their furry or feathered family members when creating a plan for the future. Believe it or not, estate planning for pets is a growing trend, and it’s not ju…
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Categories: Estate Planning
Taking Over Your Parents’ Finances
December 15th, 2022
Your parents were probably your first teachers about money. They may have helped you open your first bank account, taught you to write a check, and instilled in you the importance of paying bills on time. Now that you are an adult and they are gettin…
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Don’t Make Long-Term Care a Burden on Your Family
December 6th, 2022
While only 4% of Americans over 65 live in a nursing home at any given time, the reality is that 70% of people who reach the age of 65 will need long-term care at some point in their lives. That may mean an extended stay in a nursing home, care at ho…
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