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 [...]
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.
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 [...]
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 [...]
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 [...]