Updating Your Trust After The SECURE Act
The Setting Every Community Up for Retirement Enhancement Act of 2019, commonly known as the SECURE act, became effective on [...]
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 [...]
Updating Your Will Or Trust After A Divorce
Major life changes such as marriage, having children, moving out of state, and divorce are all cause for revisiting your [...]
Probate Checklist: What to do After a Death
Dealing with the death of a loved one can be an overwhelming and emotional experience. This probate checklist provides practical advice to help navigate this difficult process, including important steps in the weeks following a death as well as ways to be prepared.
Resources to Help with Your Estate Plan
As January comes to an end, we’re reflecting on the progress of our New Year’s resolutions! If one of your [...]
The Holidays and Your Estate Plan
While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.
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
It is very common for parents to put their children’s names on the deed to their home. This is often [...]
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 [...]
Planning For Your Best Friend: A Guide to Michigan Pet Trusts
Our pets are our family. They provide us with companionship, affection, comfort, and countless hours of entertainment. If you have [...]