Estate Planning

What Is a “Pour-Over” Will?

Dec 19, 2018

A living trust is an essential estate planning tool for many people, and it has many benefits. Chief...

Can a Separated Spouse Still Inherit?

Nov 16, 2018

In Michigan, when spouses divorce, they no longer stand to inherit from one another if there is no w...

Want to Keep Your Finances Private? We Have an Option for You

Oct 18, 2018

When was the last time you invited your neighbor over to check out your investment portfolio, or sho...

Using “Incentive Trusts” to Control From Beyond the Grave

Oct 11, 2018

"Control from beyond the grave." It sounds likes something out of an episode of the Twilight Zone ...

The Big Surprise in Aretha Franklin’s Estate

Sep 17, 2018

Aretha Franklin, who died last month at the age of 76 after battling pancreatic cancer for years, wi...

Financial Mistakes to Avoid at Every Age

Aug 24, 2018

From the time you receive your first allowance until you draw your last paycheck, you are making dec...

What You Should Know About Getting Married Later in Life

Aug 14, 2018

When you think of newlyweds, you probably imagine a blushing bride and dashing young groom with thei...

Discussing Estate Planning With Your Parents

Jul 26, 2018

Discussing estate planning with your parents as they age is an uncomfortable prospect. You don't wan...

Sending Your Child to College? Do These Five Things First.

Jun 20, 2018

If your child has just graduated high school, you are probably savoring this last summer together be...

Don’t Procrastinate on Your Estate Plan!

Jun 08, 2018

There are things in life we need to do, but we often struggle to do them. It's not that we question ...