Mom or Dad has passed away and left a trust. You are named a beneficiary of the trust. Your brother or sister is the trustee. Do you really know what a trust is or does? Do you know what to …
With Will-Based Estate Planning Fees, You Get What You Pay For
Last week, we discussed trust-based estate planning fees. However, if your estate plan does not require the protections and benefits of a trust, then a will-based estate plan may be sufficient for you. These trust protections and benefits that are …
With Trust-Based Estate Planning Fees, You Get What You Pay For
You have been thinking about a trust-based estate plan. Many people choose a trust-based estate plan over a will-based estate plan. In our practice, most of our clients choose trust-based estate plans because they want the protections that a trust …
Savvy: Building Your Legacy Today
You are most likely charitably minded. Studies show that more than 80 percent of Michigan residents give annually to nonprofit charitable organizations. However, have you ever thought about what happens to those nonprofits after you are no longer around to …
Social Security Benefit Strategies Banned
You have probably heard about the changes coming to Social Security May 1, 2016. There seems to be some misconceptions and misrepresentations about these coming changes. Whenever there are changes like this, there always seems to be some unscrupulous financial …