Latest Articles

Do I Need an Estate Planner? A Financial Planner? Or Both?

Oct 07, 2016

You know you've got to plan for your future: college for the kids, retirement, and security for your...

What You Need To Know About Medicare Open Enrollment For 2017

Sep 29, 2016

The open enrollment period for 2017 Medicare coverage begins on October 15, 2016, and continues thro...

How To Vote While In A Nursing Home

Sep 20, 2016

Although voting is the hallmark of a democracy, it isn't easy if you are in a long-term care facilit...

Estate Planning With Real Estate in Multiple States

Sep 15, 2016

It's not uncommon for people to own real estate in multiple states. A common scenario is an individu...

Choosing an Executor for Your Estate: What to Consider

Aug 29, 2016

You know you should have a will, and you've finally gotten around to making an appointment with an ...

Protecting Your Child’s Inheritance From Divorce

Aug 26, 2016

You love your children more than anything, and you've spent your life working hard to provide for th...

Helping Loved Ones Financially Without Incurring Gift Tax

Jul 28, 2016

When a family member or friend is in financial need, and you have the means to do something about it...

Leaving Money to Minor Children Can Cause Major Problems

Jun 14, 2016

What would happen to your children if anything happened to you? That question strikes fear into the ...

What Happens to Your Frequent Flyer Miles When You Die?

Jun 06, 2016

You can't take your frequent flyer miles, or anything else you've accumulated, with you when you die...

New Michigan Funeral Representative Law

May 31, 2016

One of the reasons estate planning is essential for all adults, regardless of age or level of wealth...