March 31, 2023

Alzheimer’s Disease: Facts Versus Fiction, Continued

In November, we discussed some of the myths surrounding Alzheimer’s disease and other forms of dementia. Let’s discuss a few more. 
You have to be old […]
March 22, 2023

Myths and Misconceptions About Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the […]
March 10, 2023

National Senior Volunteer Programs

Are you sick of sitting at home all by yourself bored and wishing there was something more you could do with your time? Join us at this workshop where we will discuss the various local volunteer opportunities available to seniors 55+.
February 27, 2023

The Truth About Using Medicaid to Pay for Nursing Home Care

Approximately 50% of all Americans who reside in nursing homes receive assistance from Medicaid to pay for their care. This is not surprising, given the extraordinarily […]
February 9, 2023

Family Feuds—When Heirs Fight Over Assets With Sentimental Value

When we think about heirs fighting over assets, it is the big ticket items that typically come to mind, such as the family home, investments, bank […]
January 24, 2023

Choosing a Guardian for Minor Children

If something terrible happened to you and your spouse, who would raise your children? It’s not something anyone wants to think about, but we should plan […]
January 10, 2023

ATM Skimming—Yes, It Could Happen to You

It’s all so convenient. You go to the gas station, insert your debit card into the reader at the pump, fill up your car, and you’re […]
December 27, 2022

The New Year is a Great Time to Review Your Estate Plan

We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your […]
December 27, 2022

Understanding the Value of Collectible Assets When Estate Planning

Scott Lovejoy with Back to the Past Collectibles will be at our office in Cass City on January 24th at 5:30pm as our guest workshop speaker to discuss collectible items. Space is limited. RSVP your spot now!
Event ID: 2738