Latest Articles

Is it Better to Rent After Retirement?

Jan 12, 2024

If you are around retirement age, you’ve probably heard all your life that it’s better to own yo...

Meet Our New Team Members

Dec 26, 2023

As 2023 draws to a close, we at Estate Planning & Elder Law Services like to reflect on the chan...

Getting Assistance to Pay for a Parent’s Care

Dec 26, 2023

When an aging parent needs care, many people feel torn between their desire to help the parent remai...

Tips for Inheriting a Family Photo Collection

Dec 26, 2023

Here’s a riddle for you: what is priceless in the right hands, but worthless in the wrong ones? As...

New IRS Ruling Regarding Irrevocable Trusts and Step-Up in Basis

Nov 29, 2023

On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2. The essence of this br...

Why You Should Resist Taking a 401(k) Withdrawal

Nov 29, 2023

We all have unexpected financial needs from time to time: urgent home repairs, medical bills, the lo...

New Updates on RMD Relief for IRA Beneficiaries

Nov 29, 2023

Like all IRA owners who have reached a certain age, beneficiaries of an inherited IRA (individual re...

A Guide to 529 Plans

Oct 30, 2023

If you have looked into ways to save for a child or grandchild’s education, you have probably come...

Michigan MI Choice Waiver Program

Oct 27, 2023

As the Baby Boomers continue to march into their golden years, more and more people will need nursin...

Women’s Unique Aging Considerations

Oct 12, 2023

Old age is not for sissies. -Bette Davis Getting older, as the saying implies, has its share of c...