April 25, 2023

Estate Planning for Couples Marrying Later in Life

Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, […]
October 25, 2021

How Should I Incorporate Tax Deferred Assets into My Gifting Plan?

In Michigan, you have many things to think about when you first approach your estate plan. You want a plan that will help you enter retirement […]
June 1, 2021

Will an Underage Trust Beneficiary Receive Assets in Michigan After I Pass Away?

Creating a will likely means that you’re going to include some or all of your children in it with the intention that you will be around […]
November 3, 2020

What Does It Mean to Say the Trustee is a Fiduciary?

When you create a trust, an important part of that process is selecting who will serve as the trustee of the assets placed inside. If you’re […]
August 6, 2020

A Gifting Guide for 2020 With Tax Implications

Gifting assets can have big benefits in terms of income taxes and estate taxes for both the person receiving the gifts as well as the person […]
Event ID: 666