» 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
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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
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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
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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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