Latest Articles

Tips for Inheriting a Family Photo Collection

Dec 26, 2023

Here’s a riddle for you: what is priceless in the right hands, but worthless in the wrong ones? As...

New IRS Ruling Regarding Irrevocable Trusts and Step-Up in Basis

Nov 29, 2023

On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2. The essence of this br...

Why You Should Resist Taking a 401(k) Withdrawal

Nov 29, 2023

We all have unexpected financial needs from time to time: urgent home repairs, medical bills, the lo...

New Updates on RMD Relief for IRA Beneficiaries

Nov 29, 2023

Like all IRA owners who have reached a certain age, beneficiaries of an inherited IRA (individual re...

A Guide to 529 Plans

Oct 30, 2023

If you have looked into ways to save for a child or grandchild’s education, you have probably come...

Michigan MI Choice Waiver Program

Oct 27, 2023

As the Baby Boomers continue to march into their golden years, more and more people will need nursin...

Women’s Unique Aging Considerations

Oct 12, 2023

Old age is not for sissies. -Bette Davis Getting older, as the saying implies, has its share of c...

What Are the Advantages of Utilizing a Dynasty Trust For Multi-Generational Asset Protection and Estate Planning?

Oct 08, 2023

A well-designed dynasty trust can be an essential estate planning component for families wishing to ...

Are There Benefits to Using a Qualified Personal Residence Trust to Minimize Estate Taxes?

Oct 07, 2023

For individuals who own their home or even more than one residence, a qualified personal residence t...

Is a Revocable Trust More Effective Than Probate in Distributing Real Estate Assets After a Grantor’s Death?

Oct 06, 2023

Many wonder if real estate assets are in a revocable trust or letting them go through the probate pr...