Latest Articles

Inherited IRAs: What You Don’t Know Could Cost You in Taxes

Mar 24, 2026

Tax Implications of Inheriting Retirement Accounts Inheriting a retirement account such as an IRA...

Don’t Take the Bait: How Seniors Can Spot and Stop Scams

Mar 12, 2026

Protecting Our Seniors: Common Scams and How to Fight Back Financial fraud and scams targeting ol...

Top 7 Estate Planning Pitfalls and How to Avoid Them

Mar 04, 2026

Estate Planning Mistakes to Avoid: Protect Your Legacy and Your Loved Ones Estate planning is one...

The Future of Aging in Place: Tech Tools Every Family Should Know

Feb 19, 2026

Tech Solutions for Seniors: Enhancing Safety, Independence & Quality of Life As the populatio...

How to Discuss Your Estate Plan With Your Grown Kids

Feb 11, 2026

Discussing your estate plan with your adult children can be one of the most meaningful conversations...

Key Updates to MIABLE Accounts in 2026

Feb 04, 2026

Recent Changes to ABLE Accounts: What You Need to Know Important updates to disability savings op...

How Does the Step Up in Basis Rule Work in Estate Planning?

Jan 28, 2026

If you’ve ever wondered what is step up in basis and why it matters in thoughtful estate planning,...

Stopping Scammers in Their Tracks: A Guide to Elder Fraud Prevention

Jan 26, 2026

Elder fraud is a growing and costly threat that targets older adults with deceptive schemes designed...

Holographic Wills in Michigan: Valid — But Proceed with Care

Jan 23, 2026

Are Handwritten Wills Valid in Michigan? What You Should Know As estate planning attorneys, we re...

Ornaments, Anecdotes, and Heirlooms: A Cheerful Guide to “Dibs”

Dec 23, 2025

Why Talk About Heirlooms Now? Some things do more than sit on a shelf—they hold family history. T...