Latest Articles

What Is a “Pour-Over” Will?

Dec 19, 2018

A living trust is an essential estate planning tool for many people, and it has many benefits. Chief...

Financial Steps to Take if You’re Moving Overseas

Dec 13, 2018

Americans move overseas for a variety of reasons. Some fall in love with another land while travelin...

2018 End of Year Tax Planning Tips

Nov 28, 2018

Every year, as we prepare to turn the calendar page to December, it's a good idea to think about wha...

Medicare Open Enrollment For 2019: What You Need To Know

Nov 21, 2018

It's that time of year again! No, not the holidays—Medicare open enrollment. What exactly is Medic...

Can a Separated Spouse Still Inherit?

Nov 16, 2018

In Michigan, when spouses divorce, they no longer stand to inherit from one another if there is no w...

Changes To Va Improved Pension Rules

Oct 29, 2018

The U.S. Department of Veterans Affairs (VA) has put in place changes to their rules around eligibil...

Want to Keep Your Finances Private? We Have an Option for You

Oct 18, 2018

When was the last time you invited your neighbor over to check out your investment portfolio, or sho...

Using “Incentive Trusts” to Control From Beyond the Grave

Oct 11, 2018

"Control from beyond the grave." It sounds likes something out of an episode of the Twilight Zone ...

Benefits of Having a 529 Plan

Sep 25, 2018

You have probably heard of so-called "529 plans," even if you haven't looked into getting one. If yo...

The Big Surprise in Aretha Franklin’s Estate

Sep 17, 2018

Aretha Franklin, who died last month at the age of 76 after battling pancreatic cancer for years, wi...