What happens to you your business if you become disabled? Voluntarily retire? Have you set up a means of deriving the value of your business for yourself or your family members? If you have not addressed these issues, you need “Succession Planning” and now is the time...
Proven Partners For Financial Health
Estate Planning
Millennials Have Started to Realize That They Need Estate Plans
Many people might associate estate planning as something done by those who are old, ill or incredibly wealthy. However, even younger adults with no dependents and fewer assets can benefit from creating a will, possibly a trust, and advanced directives such as Durable...
Getting Started With Your Business Succession Plan
As the owner or executive of a successful small or medium-sized business, you have a lot of responsibilities that demand your attention. It is very easy for busy professionals to procrastinate when it comes to planning for long-term needs, and perhaps the most...
Why is Medicaid planning important for older Michigan residents?
When you think about your retirement and plan for your golden years, you likely envision yourself being healthy and active until your very last days. While that may be an admirable wish, it is far from the reality experienced by many aging adults in Michigan and...
Protect Your Health and Wealth With Your Estate Plan
As you age and your family grows, the importance of your estate plan cannot be overstated. Your estate plan is about more than just passing on assets. It is also about making sure that you have the protections you need to ensure the resolution of your personal...
Key Differences Between Wills and Trusts
It can be challenging to understand what documents and legal instruments to include when creating your estate plan. Do you need a will, a trust, powers of attorney - or more? Learning some key similarities and differences between wills and trusts is a good starting...
What Is an Estate Plan?
When most people think of estate planning, they think of Wills. While a Last Will and Testament is an important part of an estate plan, it is only one document, which does not provide an individual or family with all of the tools necessary to adequately protect their...
Why do parents need a will?
As a parent, you want what is best for your children no matter what. You work hard to provide them with a comfortable, nurturing home and spend as much time with them as possible to give them love, support, and guidance. But what if you and your spouse are suddenly...