Latest Articles
How New Changes Make Grandparent-Owned 529 Plans a Game-Changer
Nov 27, 2024
For many families, paying for college is a significant concern, and financial aid often bridges the ...
Read MoreHow Living an Active Lifestyle Can Ward Off Alzheimer’s
Nov 25, 2024
Alzheimer’s disease is one of the most challenging health conditions affecting millions of familie...
Read MoreGoals a Trust Can Help You Achieve
Nov 13, 2024
When it comes to estate planning, many people wonder about the best ways to secure their assets and ...
Read MoreMedicare Open Enrollment Checklist for 2025
Oct 30, 2024
It’s that time of year again, and beyond enjoying fall and preparing for the holidays, health insu...
Read MoreWhat is the Corporate Transparency Act?
Oct 28, 2024
The Corporate Transparency Act (CTA) is a new federal law enacted on January 1, 2021, which went int...
Read MoreA Guide to Medicaid Estate Recovery
Oct 28, 2024
Medicaid estate recovery is a process where the state seeks to recover costs for long-term care serv...
Read MoreLocating Assets After a Loved One’s Death
Sep 30, 2024
Losing a loved one is never easy, and on top of the emotional toll, numerous practical tasks need to...
Read MoreChanges to Financial Power of Attorney Law in Michigan
Sep 30, 2024
Michigan recently updated its financial power of attorney (POA) law, making it easier for people to ...
Read MoreChanges to EPIC in Michigan
Sep 27, 2024
The Estates and Protected Individuals Code (EPIC) is Michigan’s legal framework for estate plannin...
Read MoreIs My Retirement Plan a Countable Asset for Medicaid?
Aug 29, 2024
You probably know that the cost of long-term care in the United States is high, and steadily rising:...
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