Estate Planning

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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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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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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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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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Estate Planning The Ten Most Avoidable Mistakes
If you die without a Will or some other form of estate planning, the state in which you reside and the IRS will simply make one for you. Of course, they have no interest in avoiding or reducing estate taxes, minimizing estate administration costs or protecting your family and legacy.
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Low-Income Housing for People with Disabilities
People with disabilities are disproportionately low-income. Like many other marginalized communities, people with disabilities are being priced out of many neighborhoods, especially in large metropolitan centers, as rental prices continue to skyrocket and affordable housing stocks dwindle.
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What Is a Life Estate?
The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean?
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Life Insurance Can Still Play a Key Role As Part of an Estate Plan
Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.
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Article
Execute a Power of Attorney Before It's Too Late
A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. This crucial document allows a person you appoint — your “attorney-in-fact” or “agent” — to act in place of you — the “principal” — for financial purposes when and if you ever become incapacitated due to dementia or some other reason.