News
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Estate Planning Update; understanding the new michigan trust code
In the past few months, I have received many telephone calls from clients and financial advisors regarding a new law that recently went into effect – the Michigan Trust Code. […]
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Asset Protection; protecting your money, now and in the future
Asset protection (a fancy way of saying methods to protect your money and assets) is something that is on everyone’s minds. I constantly find that people want to know how […]
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Tuition programs; how they can benefit you
With the rising costs of higher education, the burden of sending a child to a college or university is a greater concern for more and more people. In fact, the […]
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Estate planning for a blended family
As an estate planning attorney, I often work with clients that have children from previous marriages. These blended families bring special and very important issues to the table and oftentimes […]
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Tax implications: end of the year estate and tax planning
Every year around this time, our offices receive a flurry of telephone calls, from clients and financial advisors alike, with questions regarding end of year estate and tax planning. This […]
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Top ten list of insurance planning mistakes – and how to fix them
While acknowledging David Letterman as the master of the Top Ten List, the following is my own Top Ten List of insurance planning mistakes and how to fix them. Read […]
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Challenges that business owners contend with when transitioning the business to the next generation
Business succession planning, asit is typically described, contemplate scurrent ownership and leadership roles of the business entity, as well as how to transfer the ownership to the next generation and […]
