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Advance Directives v. Living Wills

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

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By Susan Williamson
The Michigan Uniform Transfer to Minors Act

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

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By Susan Williamson
New Planning Ideas Under the SECURE Act

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

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By Michael Weiss
SECURE Act – Eliminates the “Stretch”

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

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By Michael Weiss
New Rules to Retirement Plans

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

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By Michael Weiss
What’s the difference between a will and a trust?

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

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By Susan Williamson
Protect the money intended for the grandchildren

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

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By Darrell Zolton
What is the difference between a will and a trust?

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

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By Susan Williamson
Learn about Special Needs Trusts

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

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By Susan Williamson
What is a Lady Bird Deed?

Learn all about a Lady Bird Deed and if it’s right for you, during this video.

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By Susan Williamson
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Phone: (989) 792-1111
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Frankenmuth, MI 48734
Phone: (989) 652-2671
Fax: (989) 652-3850

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