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Latest Articles

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Guide to Moving After Retirement

Mar 17, 2023

Retirement is a time of new freedom after decades in the workforce, and one of the things retirees d...

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Setting up a Trust Fund for Kids

Feb 28, 2023

It’s a question we’re hearing more and more: “Should we set up a trust fund for our kids?” I...

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Long-distance Caregiving: Caring For An Elderly Parent When You Live Out Of State

Feb 14, 2023

Maybe you moved away from your hometown for a job. Maybe your parents moved to a warmer climate afte...

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Secure Act 2.0 Latest Updates

Feb 07, 2023

A few years back, we wrote in this space about the Setting Every Community Up for Retirement Enhance...

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Handling of Debts as a Trustee

Jan 29, 2023

If you are serving as the trustee of a trust, you may be faced with beneficiaries who, understandabl...

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Is a Charitable Remainder Trust Right for You?

Jan 29, 2023

Over our lifetimes, estate planning goals often change. When our families are young, our prioritie...

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Telemedicine For Seniors In Michigan

Jan 25, 2023

The world is now nearly three years into COVID-19 pandemic, and while the health crisis has hit seni...

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Be Sure to Include Your Pets in Your Estate Plan!

Dec 27, 2022

Estate planning is something we do for the ones we love. Too often, however, people neglect their fu...

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Taking Over Your Parents’ Finances

Dec 15, 2022

Your parents were probably your first teachers about money. They may have helped you open your first...

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Don’t Make Long-term Care A Burden On Your Family

Dec 06, 2022

While only 4% of Americans over 65 live in a nursing home at any given time, the reality is that 70%...

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