President Biden Pursues Tax Hike On Your Heirs

By |2022-10-10T13:00:34+00:00April 9th, 2021|Estate Planning, Financial, Probate, Taxes, Trusts|

President Biden has proposed fundamental changes to our estate tax policy that could dramatically increase the taxes paid by your [...]

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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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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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