- FREE WORKSHOPS - SIGN UP TODAY!
- All
- Advanced Directive
- Assets
- Beneficiaries
- Business Planning
- Caregiver
- Dementia
- Disinherit
- Elder Law
- Estate Planning
- Financial Planning
- Guardian for Children
- Guardianship
- Inheritance
- Life Insurance
- Medicaid
- Medicare
- Power of Attorney
- Probate
- Retirement Planning
- Senior Health Tips
- Special Needs Trust
- Succession Planning
- Trust
- Trustee
- Veteran Benefits
- Wills
January 24, 2023
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
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
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
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!
December 8, 2022
There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your […]
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 […]