Blog

What's the Difference Between an ABLE Account and a Special Needs Trust?

If you have a child, grandchild, or other loved one with special needs, you may be concerned about their financial well-being when you are no longer around to help provide for them. They may not be able to manage their own finances, so you may be wor… Read More
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Planning for Flexibility in Your Trust

As any estate planning attorney will tell you, estate planning is important, because the future is uncertain. But it is that very uncertainty that makes estate planning more difficult. In the past, estate planning options, like certain trusts, offere… Read More
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How to Plan Your Funeral (And Why You Should Do it Now)

We have some bad news and some good news for you. The bad news is: you are going to die. The good news is, you probably have some time to plan for it. And for once, we are not talking about estate planning (though if you’re behind on that, you shou… Read More
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Categories: Estate Planning

Should You Sell Your Life Insurance Policy?

You may have seen the ads on TV: an older couple happily discussing how they sold the life insurance policy they no longer needed for cash to help fund their retirement adventures. And you could sell yours, too, with the dual benefits of no longer ha… Read More
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Categories: Finances

How Do You Make a Valid Michigan Will?

A Last Will and Testament is the basic building block of an estate plan. Depending on your circumstances, you may need a living trust or another type of trust, and it is important to have a durable financial power of attorney and a medical power of a… Read More
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Categories: Estate Planning

Are You Making One of These Seven Life Insurance Mistakes?

Life insurance: it’s one of those things you may not think about until you have a family that depends on you. Unlike estate planning, which can require some difficult decisions (Who will be your child’s guardian? What are your wishes around end-o… Read More
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Categories: Estate Planning

Medicare Open Enrollment for 2020: What's New, What's Not

It’s September, and that means that the Medicare Open Enrollment Period (OEP), also called the annual enrollment period, is almost upon us. Open enrollment begins on October 15, 2019 and closes on December 7, 2019, for plans that take effect on Jan… Read More
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Categories: Medicare

Three Back to College Tips (for Parents and Grandparents)

Few things make the heart swell with pride like the sight of a child or grandchild walking across the stage to receive their college diploma. Babies are dressed in onesies bearing the logo of their parents’ alma mater, and little kids are taught to… Read More
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Categories: Finances

What is Sundowner's Syndrome?

You may have heard the term “sundowning” or “sundowner’s syndrome” in connection with patients who have Alzheimer’s disease or other forms of dementia. If you are a caregiver for someone with dementia, you may be f… Read More
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The Top Four Money Mistakes College Students Make (and How to Avoid Them)

College is a time of learning and exploration—and traditionally, living on very little money. That makes it all the more important for college students to preserve the resources they do have. Unfortunately, it can be easy for college students to ge… Read More
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Categories: Finances

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