Articles

Healthcare Issues

In your estate plan, if you are like most people, you want to make sure that you are in control while you are alive and well, that you and your loved ones are provided for when you are not so …

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Downsize and Simplify

You are still living in the home in which you raised the kids. It is the family homestead. You have lots of memories in that home. The kids moved out decades ago. You do not use or need the other …

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Choosing a Financial Advisor

There are a lot of financial professionals out there. According to industry estimates, there are more than 400,000 individuals who hold themselves out as financial advisors in the United States. You see life insurance agents, stock brokers, annuity salespersons, certified …

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Diversify With Real Estate

You have your CDs, stocks, bonds and mutual funds. Real estate is one way to diversify your investment portfolio. There are still some bargain deals out there and you have always wanted to be a landlord. Just like with any …

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Separate Trusts Offer More Benefits

Last week, I attended and was one of the speakers at the three day 55th Annual Probate & Estate Planning Institute sponsored by the State Bar of Michigan and the Institute for Continuing Legal Education. This conference focuses on the …

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What Do We Do With The Car

You have a car in your garage. Have you ever thought about what is going to happen with your car after your death? The answer is the typical legal answer, depends. If your car is in your sole name, the …

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Helping or Ruining Kids

When you were young, you started with nothing. But you have worked hard all your life. Now things are different. You can afford things you never thought would be possible. You are doing well. You want the same for your …

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