Tax Planning

Inherited IRAs: What You Don’t Know Could Cost You in Taxes

Mar 24, 2026

Tax Implications of Inheriting Retirement Accounts Inheriting a retirement account such as an IRA...

Key Updates to MIABLE Accounts in 2026

Feb 04, 2026

Recent Changes to ABLE Accounts: What You Need to Know Important updates to disability savings op...

How Does the Step Up in Basis Rule Work in Estate Planning?

Jan 28, 2026

If you’ve ever wondered what is step up in basis and why it matters in thoughtful estate planning,...

Beware: The Pitfalls of Relying on Beneficiary Designations

Dec 18, 2025

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

Lock In Savings Now: Year-End Tax Tips You’ll Use

Nov 18, 2025

As the year ends, it is a good time to check your taxes and your overall financial plan. A few rules...

What Taxes Does an Estate Owe?

Aug 26, 2025

If you are beginning the process of estate planning, you may be wondering, “what taxes does an est...

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...

A Guide to Estate Tax Planning

Jan 28, 2025

If you have worked hard to amass wealth during your lifetime, or have been a careful steward of weal...

Planning Ahead for the Sunset of the TCJA

Jun 17, 2024

How time flies. It seems like just yesterday that we were writing about the newly-enacted Tax Cuts a...

Estate and Tax Planning: Minimizing Your Tax Burden Legally

Apr 10, 2024

Estate Taxes While Michigan is a little less tax-heavy overall than some states, you will still...