Blog

What to Do if You Inherit Property Out of State

People move around much more these days than they did decades ago, and are more likely to have rental or vacation property outside the state where they live. These facts, in addition to the reality that children grow up and often move several states… Read More
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Categories: Death Probate

Passing Down Items With Sentimental Value

If your house were on fire and you had to escape with only one item, what would it be? For many people, the answer would be an item that might not be terribly valuable—at least by conventional standards: Mom’s rolling pin, Grandpa’s den… Read More
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Categories: Estate Planning

Choosing an Agent for a Power of Attorney

There’s a fun new game on the market that involves teams of players pretending to be spies, trying to guess the code names of “secret agents” via clues given by a teammate. The players need to pay close attention; choosing the wrong agent could… Read More
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Estate Planning for Younger Adults

If you’ve ever used the word “adult” as a verb, chances are you are both old enough to have real responsibilities, and young enough to find them tiresome and daunting. Adulting means going to work, shopping and cooking for yourself,… Read More
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Categories: Estate Planning

What to Do if Your Identity is Stolen

We live much of our lives online: socializing with friends, paying bills, playing games, making purchases. Even our offline lives have digital components, like electronic records at our doctor’s offices and scanned credit card purchases everywh… Read More
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Categories: Elder Law, Finances

What is a "Pour-Over" Will?

A living trust is an essential estate planning tool for many people, and it has many benefits. Chief among these are avoiding probate and helping assets get more quickly into the hands of loved ones after a death. Creating a trust doesn’t autom… Read More
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Categories: Estate Planning

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

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