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
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 [...]
Do You Need An Estate Plan?
What is an estate plan? Do I even need one? These are two of the most common question I receive [...]
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. [...]