Estate Planning

Financial Resolutions for 2017 You Can Actually Keep

Dec 22, 2016

Lose weight. Be neater. Save more money. Sound familiar? Yes, it's the time of year for New Year's r...

Communicating With Your Loved Ones About Your Estate Plan

Dec 15, 2016

If you've made an estate plan, congratulations! You're ahead of many people who have been meaning to...

Understanding the Tax Consequences of Inheriting a Roth IRA

Oct 24, 2016

While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...

Do I Need an Estate Planner? A Financial Planner? Or Both?

Oct 07, 2016

You know you've got to plan for your future: college for the kids, retirement, and security for your...

Estate Planning With Real Estate in Multiple States

Sep 15, 2016

It's not uncommon for people to own real estate in multiple states. A common scenario is an individu...

Choosing an Executor for Your Estate: What to Consider

Aug 29, 2016

You know you should have a will, and you've finally gotten around to making an appointment with an ...

Protecting Your Child’s Inheritance From Divorce

Aug 26, 2016

You love your children more than anything, and you've spent your life working hard to provide for th...

Leaving Money to Minor Children Can Cause Major Problems

Jun 14, 2016

What would happen to your children if anything happened to you? That question strikes fear into the ...

What Happens to Your Frequent Flyer Miles When You Die?

Jun 06, 2016

You can't take your frequent flyer miles, or anything else you've accumulated, with you when you die...

New Michigan Funeral Representative Law

May 31, 2016

One of the reasons estate planning is essential for all adults, regardless of age or level of wealth...