The Holidays and Your Estate Plan

By |2022-10-10T13:22:09+00:00December 12th, 2018|Estate Planning, Lady Bird Deed, Probate, Trusts, Wills|

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.

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Giving Big This Season! A Primer on the Gift Tax Exclusion

By |2021-11-12T18:21:26+00:00November 27th, 2018|Estate Planning, Financial, Taxes|

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.

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Estate Planning Basics: How To Lose Your Inheritance

By |2021-11-12T18:24:38+00:00August 30th, 2018|Estate Planning, Probate, Taxes, Trusts, Uncategorized, Wills|

It has never been a better time to be the heir of an estate or trust. The economic boom has [...]

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5 Benefits of a Lady Bird Deed in Michigan

By |2022-10-10T13:57:23+00:00March 8th, 2018|Estate Planning, Financial, Lady Bird Deed, Probate, Taxes|

Lady bird deeds are an extremely effective estate planning tool. They are very common in Michigan and have a number [...]

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What Trump’s Tax Cuts Mean for Your Estate Plan

By |2021-11-12T18:34:26+00:00January 17th, 2018|Charitable Giving, Estate Planning, Financial, Taxes, Trusts, Wills|

On December 22, 2017, President Donald Trump signed into law the Tax Cuts and Jobs Act. Effective January 1, 2018, [...]

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What is the Difference Between a Will and Trust?

By |2021-11-12T18:44:23+00:00December 8th, 2017|Estate Planning, Financial, Guardian, Probate, Taxes, Trusts, Uncategorized, Wills|

Everyone should have an estate plan. However, determining which type of estate plan is right for you can be difficult. [...]

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