Latest Articles

Examples of Executor Misconduct

Mar 24, 2023

Being the executor of a will is a big responsibility. Most people who undertake this role do so with...

Guide to Moving After Retirement

Mar 17, 2023

Retirement is a time of new freedom after decades in the workforce, and one of the things retirees d...

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...