Life Transitions Planning

Aging Parents and Estate Planning

Jul 22, 2022

Bringing up the topic of estate planning with your aging parents can be challenging, which is why ma...

Appointing Someone for Your Financial Decisions

Jun 28, 2021

No one likes to think about the prospect of being unable to make important decisions for themselves....

Tips to Protect Assets From Nursing Home Costs

May 18, 2021

As difficult as it may be to think about, there is a decent likelihood that you may someday need car...

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...

Tougher Reverse Mortgage Rules To Take Effect

Jan 30, 2015

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out...

When Should You Update Your Estate Plan?

Aug 14, 2014

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisi...

Social Security Announces New Online Services Available

Jan 18, 2013

Michael J. Astrue, Commissioner of Social Security, today announced the agency is expanding the serv...

Property Tax Exemption Extended To Nursing Home Residents

Dec 16, 2012

Generally, the Michigan principal residence exemption provides that a taxpayer’s principal residen...

Medicare Skilled Care Coverage Standard To Change

Dec 16, 2012

In a major change in Medicare policy, the Obama administration has provisionally agreed to end Medic...

Boomers Hunt For Smaller Houses

Dec 16, 2012

When it comes to housing, baby boomers differ from other home hunters in that they have more equity ...