Articles

Annuities – The Untold Story

You have worked hard your entire life to save up your nest egg. It might be your IRA, 401(k), tax sheltered annuity or brokerage account. You want to find a place to park your nest egg that is safe, but …

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Beware of the Five-Fee Estate Planner

You go to your estate planner to have your financial and health care powers of attorney, will and trust drafted or updated. Oftentimes, it is challenging to choose the people who are going to handle your finances and property when …

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Are You Prepared?

You have probably heard of the Scout motto, “Be Prepared.” The motto was devised in 1907 by Robert Baden-Powell, an English soldier who founded Scouting. He was once asked the inevitable follow-up question, “Prepared for what?” His response was “Why, …

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Claiming Unclaimed Property in Michigan

There are numerous ways that the unscrupulous will try to separate you from your money. Have you ever received a letter or phone call from someone claiming that they found money that is owed to you? It appears that the …

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Turning Your Hobby Into a Business

You have dabbled in painting, pottery, woodworking or crafting most of your life. It has been your primary hobby. You are getting pretty good at it. You have done a few craft shows and art hops. You have made a …

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Hope for the Best, Plan for the Worst

When life happens, are you prepared? Do you just react to life events or do you have a plan in place? By being proactive, you can soften the adverse effects of unexpected events. Last week, we had an unanticipated event …

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Why Would I Want to Go Through Probate

I had two clients come through our offices last week in which both plans are designed and intended to go through probate after death. For most of our clients, avoiding the time, cost and lack of privacy of probate court …

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