Latest Articles

Setting up a Trust Fund for Kids

Feb 28, 2023

It’s a question we’re hearing more and more: “Should we set up a trust fund for our kids?” I...

Long-distance Caregiving: Caring For An Elderly Parent When You Live Out Of State

Feb 14, 2023

Maybe you moved away from your hometown for a job. Maybe your parents moved to a warmer climate afte...

Secure Act 2.0 Latest Updates

Feb 07, 2023

A few years back, we wrote in this space about the Setting Every Community Up for Retirement Enhance...

Handling of Debts as a Trustee

Jan 29, 2023

If you are serving as the trustee of a trust, you may be faced with beneficiaries who, understandabl...

Is a Charitable Remainder Trust Right for You?

Jan 29, 2023

Over our lifetimes, estate planning goals often change. When our families are young, our prioritie...

Telemedicine For Seniors In Michigan

Jan 25, 2023

The world is now nearly three years into COVID-19 pandemic, and while the health crisis has hit seni...

Be Sure to Include Your Pets in Your Estate Plan!

Dec 27, 2022

Estate planning is something we do for the ones we love. Too often, however, people neglect their fu...

Taking Over Your Parents’ Finances

Dec 15, 2022

Your parents were probably your first teachers about money. They may have helped you open your first...

Don’t Make Long-term Care A Burden On Your Family

Dec 06, 2022

While only 4% of Americans over 65 live in a nursing home at any given time, the reality is that 70%...

Inherited IRA Distributions Beneficiary Requirements

Nov 22, 2022

Individual retirement accounts, or IRAs, are a tax-advantaged way to save for retirement. If you hav...