Blog

Financial Steps to Take if You're Moving Overseas

Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li… Read More
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2018 End of Year Tax Planning Tips

Every year, as we prepare to turn the calendar page to December, it’s a good idea to think about what we can do before the end of the year to minimize taxes. This year, with the Tax Cuts and Jobs Act (TCJA) having taken effect on January 1, it&… Read More
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Categories: Finances, Tax Planning

Medicare Open Enrollment for 2019: What You Need to Know

It’s that time of year again! No, not the holidays—Medicare open enrollment. What exactly is Medicare open enrollment? It’s a period each year (October 15-December 7) during which Medicare users have the opportunity to reassess their co… Read More
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Categories: Elder Law, Medicare

Can a Separated Spouse Still Inherit?

In Michigan, when spouses divorce, they no longer stand to inherit from one another if there is no will. Even if the ex-spouse was named in a will created before the divorce, the divorce terminates that inheritance unless the person making the will s… Read More
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Categories: Estate Planning

Changes to VA Improved Pension Rules

The U.S. Department of Veterans Affairs (VA) has put in place changes to their rules around eligibility for non-service connected veterans benefits. These rules, which took effect on October 18, 2018, affect issues such as net worth limit, divestmen… Read More
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Categories: Veterans Benefits

Want to Keep Your Finances Private? We Have an Option for You

When was the last time you invited your neighbor over to check out your investment portfolio, or showed your bank balance to a coworker? The answer is probably “Never—why would I even consider doing that?” And, of course, you wouldnR… Read More
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Using "Incentive Trusts" to Control From Beyond the Grave

“Control from beyond the grave.” It sounds likes something out of an episode of the Twilight Zone or Tales from the Crypt. While the phrase may sound spooky, it is something many people try to achieve using incentive trusts. Incentive t… Read More
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Benefits of Having a 529 Plan

You have probably heard of so-called “529 plans,” even if you haven’t looked into getting one. If you have children or grandchildren whose education is important to you, though, you may want to investigate 529 plans to help ensure t… Read More
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Categories: Finances, Tax Planning

The Big Surprise in Aretha Franklin's Estate

Aretha Franklin, who died last month at the age of 76 after battling pancreatic cancer for years, will forever be the undisputed Queen of Soul. Unfortunately for her heirs, despite her long illness and having trusted attorneys on retainer, she had no… Read More
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Categories: Estate Planning

The Tax Benefits of Home Ownership After Tax Reform

The Tax Cuts and Jobs Act, enacted in 2017, was the first major change to the U.S. Tax Code in decades. Suddenly, what taxpayers had accepted as gospel all of their adult lives was no longer necessarily so. We have received many questions from client… Read More
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Categories: Tax Planning

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