“THIS IS NOT A TAX BILL” … Then what is it?

Each year Michigan property owners receive a letter in the mail from their local assessing unit. On December 31 of […]

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Who has 5-years? #MedicaidPlanning

Life is filled with many surprises — both good and bad. Some things can easily be prevented, while others we […]

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Tax Reform: Simplification, A Misnomer (Must Read!)

On December 22, 2017, President Trump signed into law H.R. 1, commonly known as the Tax Cuts and Jobs Act. […]

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Medicaid Crisis Planning: There Are Options!

“I have Medicare, if I end up in the nursing home they have me covered … right?” A common misconception […]

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Do You Have A Plan … That Works For You?

Do you have an estate plan … that works for you? For many, the answer is “no” — being it […]

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Michigan Legislature Abolishes Dower Rights

The English common law concept of dower provided a wife the right to elect a share in her deceased husband’s real […]

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The Holiday Season – Family, Friends, and Planning for the Future

The Holiday Season is a time to celebrate and give thanks for all that we have – such as family, […]

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“Whole Life” or “Whole Problem” – Life Insurance and Medicaid Planning

Life insurance is one of many tools utilized in estate planning. Whole life (or otherwise “permanent”) insurance specifically can often […]

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IRA Beneficiary Trusts and Wealth Preservation

The Importance of IRAs in Estate Planning: An Individual Retirement Account (IRA) is often a large part of any given […]

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Family Real Estate Transfers: More Exemptions For Everybody!

In October of 2014, Governor Snyder signed into law a bill that widened the scope of real estate transfer exemptions […]

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