Life Transitions Planning

A Letter of Instruction Can Spare Your Heirs Stress

Jan 21, 2012

While it is important to have an updated estate plan, there is a lot of information that your heirs ...

Michigan Implements Estate Recovery Program

Nov 22, 2011

Michigan recently began its long anticipated “Estate Recovery” program. The program enables the ...

Using Iras in Estate Planning

Oct 17, 2011

Individual Retirement Accounts (IRAs) are a popular investment tool for retirement, but they also ne...

Take Advantage of Our Referral Service

Sep 02, 2011

Our business has grown by the referrals we receive from our clients. We would like to return the fav...

Prenuptial Agreements Can Be an Estate Planning Tool

Sep 02, 2011

As more and more people marry more than once, prenuptial agreements have become an important estate ...

Daily Money Managers For Seniors

Jul 05, 2011

Having difficulty keeping on top of your bills? Maybe a daily money manager can help. Daily money ma...

Consumer Reports Guide To New Medicare Changes

Jul 05, 2011

For those in Medicare or about to join there are important changes, including new benefits, since th...

What You Need To Know About Signing Up For Medicare

Apr 12, 2011

The first of the 78 million baby boomers turned 65 on January 1, 2011, and some 10,000 boomers a day...

Reviewing Your Medicare Plan More Important Than Ever

Nov 07, 2010

Medicare open enrollment is coming! During the annual open enrollment period, which runs from Novemb...

New, Little-known Dementia Affects 1.3 Million

Nov 07, 2010

Quick, what is the the second-most common type of progressive dementia in the elderly? Lewy body dem...