» Estate Planning

How Do You Make a Valid Michigan Will?

A Last Will and Testament is the basic building block of an estate plan. Depending on your circumstances, you may need a living trust or another type of trust, and it is important to have a durable financial power of attorney and a medical power of a… Read More
Read More
Categories: Estate Planning

Are You Making One of These Seven Life Insurance Mistakes?

Life insurance: it’s one of those things you may not think about until you have a family that depends on you. Unlike estate planning, which can require some difficult decisions (Who will be your child’s guardian? What are your wishes around end-o… Read More
Read More
Categories: Estate Planning

Top Three Things You Can Do to Protect Your Unmarried Partner

Plenty of people live together in committed relationships without getting married. The reasons vary widely. Some people say they “don’t need a piece of paper” to feel married, and that may be true. But whatever your reason for not marrying, the… Read More
Read More
Categories: Estate Planning

Ten Considerations When Choosing a Guardian For Your Children

Like many people, you may be considering updating  your estate plan in order to provide security for your children. Yet one of the most difficult parts of estate planning can be choosing a guardian for them. When you first begin the process, you may… Read More
Read More
Categories: Estate Planning

Five Really Major Dangers of Required Minimum Distributions

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required Minimum Distribution (RMD). Most people know they have to take RMDs starting at a given age, but they may be a little fuzzy on the details—and that… Read More
Read More
Categories: Finances, Tax Planning

The SECURE Act and Other Changes to Federal Tax Law on the Horizon

Like most Americans, you have probably just breathed a sigh of relief that the tax season is over and your taxes (hopefully) are filed. Thinking ahead to changes in tax law for 2019 and beyond is likely the last thing you want to do right now, but pl… Read More
Read More
Categories: Tax Planning

Passing Down Items With Sentimental Value

If your house were on fire and you had to escape with only one item, what would it be? For many people, the answer would be an item that might not be terribly valuable—at least by conventional standards: Mom’s rolling pin, Grandpa’s den… Read More
Read More
Categories: Estate Planning

Choosing an Agent for a Power of Attorney

There’s a fun new game on the market that involves teams of players pretending to be spies, trying to guess the code names of “secret agents” via clues given by a teammate. The players need to pay close attention; choosing the wrong agent could… Read More
Read More

Estate Planning for Younger Adults

If you’ve ever used the word “adult” as a verb, chances are you are both old enough to have real responsibilities, and young enough to find them tiresome and daunting. Adulting means going to work, shopping and cooking for yourself,… Read More
Read More
Categories: Estate Planning

What is a "Pour-Over" Will?

A living trust is an essential estate planning tool for many people, and it has many benefits. Chief among these are avoiding probate and helping assets get more quickly into the hands of loved ones after a death. Creating a trust doesn’t autom… Read More
Read More
Categories: Estate Planning

Contact Us

Call us at (888) PLAN-050 or fill out the form below to send us an email

Fill out our online form