» Estate 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
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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
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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
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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
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Categories: Estate Planning

Financial Steps to Take if You're Moving Overseas

Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li… Read More
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2018 End of Year Tax Planning Tips

Every year, as we prepare to turn the calendar page to December, it’s a good idea to think about what we can do before the end of the year to minimize taxes. This year, with the Tax Cuts and Jobs Act (TCJA) having taken effect on January 1, it&… Read More
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Categories: Finances, Tax Planning

Can a Separated Spouse Still Inherit?

In Michigan, when spouses divorce, they no longer stand to inherit from one another if there is no will. Even if the ex-spouse was named in a will created before the divorce, the divorce terminates that inheritance unless the person making the will s… Read More
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Categories: Estate Planning

Want to Keep Your Finances Private? We Have an Option for You

When was the last time you invited your neighbor over to check out your investment portfolio, or showed your bank balance to a coworker? The answer is probably “Never—why would I even consider doing that?” And, of course, you wouldnR… Read More
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Using "Incentive Trusts" to Control From Beyond the Grave

“Control from beyond the grave.” It sounds likes something out of an episode of the Twilight Zone or Tales from the Crypt. While the phrase may sound spooky, it is something many people try to achieve using incentive trusts. Incentive t… Read More
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Benefits of Having a 529 Plan

You have probably heard of so-called “529 plans,” even if you haven’t looked into getting one. If you have children or grandchildren whose education is important to you, though, you may want to investigate 529 plans to help ensure t… Read More
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Categories: Finances, Tax Planning

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