Assets

March 28, 2025
assets are protected
March 28, 2025
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Spring Cleaning for Your Finances: Ensuring Your Assets Are Protected

Spring Cleaning for Your Finances: Ensuring Your Assets Are Protected As spring rolls in, many of us turn our attention to cleaning out closets, organizing garages, […]
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April 25, 2023
Senior couple getting married at the beach
April 25, 2023
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Estate Planning for Couples Marrying Later in Life

Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, […]
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October 25, 2021
October 25, 2021
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How Should I Incorporate Tax Deferred Assets into My Gifting Plan?

In Michigan, you have many things to think about when you first approach your estate plan. You want a plan that will help you enter retirement […]
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June 1, 2021
June 1, 2021
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Will an Underage Trust Beneficiary Receive Assets in Michigan After I Pass Away?

Creating a will likely means that you’re going to include some or all of your children in it with the intention that you will be around […]
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November 3, 2020
November 3, 2020
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What Does It Mean to Say the Trustee is a Fiduciary?

When you create a trust, an important part of that process is selecting who will serve as the trustee of the assets placed inside. If you’re […]
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August 6, 2020
August 6, 2020
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A Gifting Guide for 2020 With Tax Implications

Gifting assets can have big benefits in terms of income taxes and estate taxes for both the person receiving the gifts as well as the person […]
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