Blog
November 22, 2022
It’s the time of year for giving…but do I have to pay a gift tax on monies I gift to family or friends? The short answer […]
November 9, 2022
The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and […]
October 25, 2022
Medicare enrollment is now open until December 7th. If you need to enroll or change your coverages, now is the time to do it. What is […]
October 14, 2022
Okay, so you popped the big question, and he or she said yes! Whew, what a relief! Now there’s so much to do, so many plans […]
September 30, 2022
Medicaid can pay for the long-term nursing home care of individuals who meet certain income and asset requirements. However, if the applicant’s assets and income exceed […]
September 12, 2022
For your estate plan to meet your needs, it must be kept up to date. We recommend having your plan reviewed at least once every two […]
August 24, 2022
Incapacity is defined, from a legal standpoint, as the inability to make sound decisions regarding one’s personal or financial affairs. Failing to plan for the possibility […]
August 10, 2022
Have you ever thought: “I’m too young to need an estate plan.” “It’s easier for me to research and create my own estate plan, rather than […]
July 26, 2022
Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones the […]
July 12, 2022
You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to address your goals […]
June 28, 2022
When your children turn 18 they are legal adults. They might not act like adults all the time, and you may still be supporting them financially, […]
June 13, 2022
In Michigan, a Lady Bird Deed has many estate planning benefits. By using a Lady Bird Deed the owner of a property may deed the property […]









