Resources
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 …
A new law regarding guardianships goes into effect in Michigan. The law, effective on March 19, …
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.
Do you live from paycheck to paycheck? Do you know of someone that does live paycheck to …
Susan explains when a Special Needs Trust is a good way to leave assets to those individuals …