Resources

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Article
Does Divorce Impact an Estate Plan?
One area people may not consider after divorce is updating their estate plan. Read this blog to learn why it should be a bigger concern.
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Article
What is a Retirement Trust?
A retirement trust is an irrevocable trust that holds retirement assets, provides benefits during retirement, and offers tax advantages by managing distributions. Find out if it's right for your needs
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Article
Wills vs. Trusts in Michigan
Wills and trusts each serve unique functions in an estate plan. Learn about the differences between these two in our blog.
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Article
What Should I Include in My Estate Plan?
There are certain elements you should be sure to include in your estate plan. Wills and trusts are just the beginning.
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Article
2022 Great Lakes Special Needs Planning Symposium
‍A 2-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts.
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Article
Will People with Disabilities Have Priority for a COVID-19 Vaccine?
The COVID-19 pandemic has been particularly devastating to people with disabilities. Studies indicate that they are three times as likely to die from the virus as the general population.
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Article
President-Elect Biden’s Promises to People with Disabilities
President-elect Joe Biden has made more promises to the disability community than perhaps any incoming president in U.S. history, raising the hopes of advocates.
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Article
Four Ways the Coronavirus Pandemic May Affect Long-Term Care Insurance
The coronavirus pandemic has had a devastating impact on the elderly, particularly those in nursing homes and other long-term care facilities. This has raised questions about how the virus has influenced the costs and provision of long-term care insurance, which covers care in facilities and sometimes at home as well.
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Article
When Buying a Medigap Policy, It Really Pays to Shop Around
When purchasing a Medigap policy to supplement Medicare, it's crucial to shop around, as prices for identical coverage can vary significantly between insurers.
Webinar
Special Needs Probate 101
Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.
Webinar
Preparing For and Managing Supplemental Security Income Benefits
Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.
Webinar
Guardianship vs. Power of Attorney
Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.
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