Blog

Top Worries for Individuals Facing Retirement

Retirement should be a time when we can relax and enjoy the fact that we are not restrained by work requirements. However, any major...

Read More

Retirement Planning

|

0 Comments

Rules for Roth IRA Conversions — Do Conversions Count Towards IRA Income Limits?

Roth IRAs can play a key role in zero-tax bracket retirement planning because withdrawals from Roth IRAs are not taxed. For some of our...

Read More

Retirement Planning

|

0 Comments

Did you know that there are real estate specialists for Seniors?

A Seniors Real Estate Specialist® (SRES®) is a REALTOR® who is uniquely qualified to assist seniors in housing sales and purchases....

Read More

Real Estate

|

0 Comments

Seven Reasons to Avoid Online Estate Planning Document Services

You may wonder if online estate planning document services can save you money and time when preparing a will, power of attorney, trust,...

Read More

Estate Planning

|

0 Comments

Questions for Your Michigan Estate Planner About the New Tax Law

There are still many questions about The Tax Cuts and Job Act (TCJA) passed by Congress last year. One of the questions many people have...

Read More

Estate Planning

|

0 Comments

How a Legacy Inheritance Trust Protects Your Loved Ones

A Legacy Inheritance Trust is a trust language that can be built into a revocable living trust or a Castle Trust.  The purpose of the...

Read More
|

0 Comments

Protecting Yourself and Loved Ones from Fraud with Your Veterans’ and Medicare Benefits

The first week of March 2018 was National Consumer Protection Week (NCPW). The Federal Trade Commission (FTC) is the nation’s consumer...

Read More

Estate Planning, Medicare

|

0 Comments

Is Your Bitcoin Account Safe if You Die?

We published a blog about bitcoins and tax issues; however, there are other issues related to bitcoins that must be addressed. One of...

Read More

Estate Planning

|

0 Comments

The History of the Castle Trust in Michigan

The Castle Trust is a modern asset protection trust that can avoid probate, protect assets from lawsuits and protect against the...

Read More

Elder Law

|

0 Comments

Attend a Free LifeCare Planning Workshop
Register Now