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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 […]
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 […]