Wednesday, November 3
In Blog
Individual Retirement Accounts Hold $40 Trillion
IRAs Are Middle Class Security. Yeah, It Bores Me Too, But It Is Important Stuff!...
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Tuesday, August 24
In Blog
Spanning The Globe To Bring You The Constant Variety Of Snafu
Wide Wide World Of Shorts (Short Answers!) The Thrill Of Legacy, The Agony Of Probate...
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Monday, August 16
In Blog
How Often Do You Get a Second Chance?
Just a couple weeks ago. A perfect Sunday morning in late summer. Bright sunshine, warm air, colorful flowers, green leaves. Two women reading the paper....
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Friday, July 16
In Blog
Letters You Are Glad You Did Not Have To Write
Deed with joint tenancy doesn't mention right of survivorship....
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Monday, June 7
In Blog
Middle Class Families Go Broke Because “Experts” Broke Estate Planning
Ever go to the zoo? Remember the Elephant House? Couple of big ole elephants in there…...
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Thursday, May 27
In Blog
Traditional Trusts Fail Families. Save The Cottage!
Remember Grandma’s Cottage? You learned to swim there. Caught your first fish (what do I do NOW?!)....
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Tuesday, March 2
In Blog
Reverse Mortgage, Real Estate, and Medicaid
Can I sell my Mother’s house as successor trustee of her trust. After she gets approved for Medicaid?...
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Tuesday, January 5
In Blog
Things Everybody Knows, That Are Not So!
Things regular folks say and believe. That prevent effective action. Setting the record straight, one issue at a time. Shall we begin?...
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Wednesday, November 25
In Blog
Kent County Small Business Recovery
According to the Grand Rapids Chamber of Commerce, this fund helps businesses that have not been able to access, or have been declined for relief funds....
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Thursday, November 19
In Blog
Estate Planning to Serve You | David’s Story
Folks like us begin working by age 10. Snow shoveling. Grass mowing. Babysitting. Dishwashing. Me, I began delivering newspapers at 7....
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