Estate Planning

We often hear the terms “Living Will”, “Advance Directive” and “Health Care Power of Attorney” as …

The Michigan Uniform Transfer to Minors Act allows a person to transfer property, such as bank …

As explained in our previous Facebook post and Blog article, the SECURE Act brought major changes …

Under prior law applicable to the payouts from an IRA, when the owner of an IRA died, named …

JUST WHEN YOU THOUGHT YOU UNDERSTOOD RETIREMENT PLANS, THE GOVERNMENT CHANGES THE RULES! On …

Susan discusses the basic differences between a will and a trust so you can decide which is the …

How do you safeguard money specifically for your grandchildren? Darrell discusses UTMA accounts …

Susan discusses the key differences between a will and a trust.

Susan explains when a Special Needs Trust is a good way to leave assets to those individuals …