Category: Legacy Planning
Estate planning: joint tenancy and asset ownership
When establishing an estate plan it is important to determine how you own something, such…
Read More
Why Michiganders should mix estate and retirement planning
You don’t need to have a massive fortune on the scale of Bill Gates or…
Read More
Michigan: Mother’s Day gift idea, why not peace of mind – Part 2
As discussed in last week’s post, if your parents do not yet have an estate…
Read More
Michigan: Mother’s Day gift idea, why not peace of mind – Part 1
This Mother’s Day, Michigan residents should consider a rather unorthodox, yet very important gift and…
Read More
What happens to your debt when you die? (Part 2)
As discussed in last week’s post, what happens to your debt when you die depends…
Read More
Estate planning: Advice on how to disinherit a family member
Disagreements are a normal part of family life; however there comes a time when you…
Read More