Do You Have Your Original Estate Planning Documents?
Do You Have Your Original Estate Planning Documents? One of the most common questions I receive as an estate planning [...]
Do I Need A Last Will and Testament?
Many people believe they do not need a last will and testament or other estate planning prior to death. [...]
Aretha Franklin Died Without A Will or Trust
On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]
Giving Big This Season! A Primer on the Gift Tax Exclusion
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.
Tax Benefits of a Lady Bird Deed in Michigan
Parents often add a child's name to the deed of their home. This is typically done to prevent the home [...]
Estate Planning Basics: How To Lose Your Inheritance
It has never been a better time to be the heir of an estate or trust. The economic boom has [...]
5 Benefits of a Lady Bird Deed in Michigan
Lady bird deeds are an extremely effective estate planning tool. They are very common in Michigan and have a number [...]
What Trump’s Tax Cuts Mean for Your Estate Plan
On December 22, 2017, President Donald Trump signed into law the Tax Cuts and Jobs Act. Effective January 1, 2018, [...]
When Should You Update Your Will or Trust?
By creating an estate plan, you have already taken the first step to protect yourself and your family. It is [...]
What is the Difference Between a Will and Trust?
Everyone should have an estate plan. However, determining which type of estate plan is right for you can be difficult. [...]