» Estate Planning Basics
What is a Holographic Will? (Why You Shouldn’t Create Your Own Estate Plan)
April 21st, 2022
What is the Michigan State Real Estate Transfer Tax (SRETT) Refund Rule?
April 20th, 2022
The One Thing Parents of College-Bound Freshmen Forget
June 7th, 2017
Categories: Estate Planning Basics
What Is a Power of Attorney?
April 30th, 2015
A power of attorney allows a person you appoint — your “attorney-in-fact” or agent — to act in your place for financial or other purposes when and if you ever become incapacitated or if you can’t act on your own behalf. There are four main…
Read More
Read More
Categories: Estate Planning Basics
Estate Planning for Digital Assets
January 30th, 2015
More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other sites, uploading documents, photos, and files to the “cloud,” posting videos on YouTube, or communicating with high schoo…
Read More
Read More
Top 10 Beneficiary Designation Mistakes
January 30th, 2015
Utilizing beneficiary designation is a legitimate method or estate planning. However, failure to “properly” establish such designations can create many unintended and unfortunate consequences. In addition, even if done properly there are limitati…
Read More
Read More
Estate Planning in the Age of Blended Families
October 10th, 2014
More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent, a step or half sibling or a stepchild — according to the Pew Research Center. The National Center for Family and Marriage Research estimates that a…
Read More
Read More
When Should You Update Your Estate Plan?
August 14th, 2014
Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. Marriage Whether it is your first or a later marriage, you will need to update your estate plan after you g…
Read More
Read More
Nine (Potential) Problems with Your Trust
February 18th, 2014
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is a checklist of trust features you can review yourself. But be aware that these only refer to revocable “living…
Read More
Read More
New Guides Help Those Appointed to Manage Someone Else’s Money
February 18th, 2014
Have you been officially asked to manage someone else’s money? For example, have you been named as an agent under a power of attorney or appointed trustee of a trust? As our society ages, more and more people are being asked to take on these roles,…
Read More
Read More