Wednesday, August 26
In Blog
Leaving Kids as Co-owners of Property
Good Idea or Big Mistake? When Mom died, she left ownership of her home to me and my sister. We both live in the home....
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Wednesday, August 12
In Blog
Out of Control? Simplify Your Life
Do you find that many things are out of your control in these uncertain times? Some of us busy ourselves with many small chores and errands....
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Monday, August 10
In Blog
What is Probate? Cleaning Up the Mess!
You know how it is. Everybody has something to say. And each one says something different. It is a whole choir singing flat: Financial Advisor. ...
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Thursday, August 6
In Blog
What a Difference a Day Makes…
On a perfect spring morning, two women were reading their Sunday paper. They were remarkably similar. Both had children and grandchildren. ...
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Saturday, August 1
In Blog
Do I Need a Trust as Part of My Estate Plan?
Everyone should have an estate plan in place, whether there is a global pandemic or things are just fine for you now....
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Thursday, July 30
In Blog
Security and Success: Choice Not Chance
It was a perfect midsummer afternoon, twelve years ago. Two men retired from the same Michigan manufacturing company. ...
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Tuesday, June 30
“Skilled Nursing Care” Without the Nursing Home?
“Best Kept Secret” Provides Free Care; Thousands Don’t Know They’re Entitled to Benefits....
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Thursday, September 12
In Blog, Estate Planning
Health Care documents: what do you need?
A health care crisis can arise in an instant – even for the healthiest person – so every estate plan should have a health care component. This provides the powers and instructions to your loved ones and doctors to carry out your wishes should you...
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Thursday, September 5
In Our Clients
How Carrier Law Saved Me from Derailing
“I left my ‘real career’ to care for both my parents with dementia over the last few years. Throughout that time, there were many moments of being at a loss, feeling the isolation/stress of being a sole caretaker, asking myself how can I keep doing this,...
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Tuesday, June 18
In Tax Laws
The SECURE Act – what does it really secure?
The House of Representatives has passed a bill that could mean changes for all Americans with the most common type of retirement plan, such as a 401(k) or Individual Retirement Account (IRA). Proposed changes to retirement reflect the realities facing many workers today.The SECURE Act...
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