Latest Articles

What Is Medicaid Spend Down?

Mar 31, 2021

When it comes time to receive long-term care, whether at home, assisted living, or in a nursing home...

Understanding Informal Probate in Michigan

Mar 23, 2021

People often refer to an estate having to “go through probate” as if probate were a single, sta...

How to Avoid Probate in Michigan

Mar 12, 2021

Probate is the court-supervised process of settling a deceased person’s estate: making sure all a...

Mental Health Issues For Seniors

Feb 24, 2021

Not so long ago, people who found themselves struggling with mental health issues kept it to themsel...

What Does Biden’s Tax Plan Mean for Step-up in Basis?

Feb 23, 2021

During the 2020 presidential campaign, media coverage of the candidates’ tax plans was largely lim...

Working From Home: Tips for Success

Feb 12, 2021

Little more than a year ago, many people would have said that the opportunity to work from home soun...

Eight Tips To Maintain Brain Health As You Age

Jan 29, 2021

If the TV commercials for supplements to enhance brain health are any indication, people are concern...

Take a Number: Important Tax and Retirement Planning Numbers for 2021

Jan 27, 2021

As you are probably aware, the Internal Revenue announces cost-of-living-adjustments (COLA) each yea...

Five Mistakes to Avoid During Health Insurance Open Enrollment

Sep 28, 2020

It’s that time of year again: the crackle of dried leaves underfoot, a crisp bite in the air, and ...

Prepaid Tuition or 529 College Savings Plan: Which Is Best?

Sep 21, 2020

In the late 1970s, a student at a private college paid the modern equivalent of $17,680 per year to ...