Estate Planning

Ornaments, Anecdotes, and Heirlooms: A Cheerful Guide to “Dibs”

Dec 23, 2025

Why Talk About Heirlooms Now? Some things do more than sit on a shelf—they hold family history. T...

Beware: The Pitfalls of Relying on Beneficiary Designations

Dec 18, 2025

Beneficiary designations on life insurance, retirement accounts, bank accounts with payable-on-death...

The Resolution That Protects: Estate Planning for Peace of Mind All Year

Dec 10, 2025

Why Start Now A new year is a natural time to get organized and protect the people you love. A co...

Updating Your Estate Plan After Major Life Changes

Nov 19, 2025

Why Updates Matter An estate plan is not a one-time task. It should grow and change as life chang...

Estate Planning Tips for Blended Families

Oct 30, 2025

If your family is blended — and you or your spouse have children from previous relationships — e...

Why You Should Review Your Estate Plan Regularly

Sep 08, 2025

Once you create an estate plan, it’s important that you don’t put it away in a drawer and forget...

What is the Role of a Trustee?

Aug 12, 2025

There are several different estate planning tools that can be used to help ensure your wishes are ca...

Legal Documents Your Children Should Have Before Going to College

Jun 19, 2025

Once your child reaches the age of majority, they have the authority to make their own decisions con...

Using Joint Accounts for Estate Planning in Michigan: The Capital Gains Tax Trap

Jun 12, 2025

A joint account can be an essential estate planning vehicle, particularly when they are held as a jo...

Recent Tax Implications on Estate Planning in Michigan

May 28, 2025

Tax implications can play a significant role in how your estate plan is created — and the strategi...