Articles

Keeping the Family Cottage in the Family

You own the family cottage, farm or waterfront property that you and your loved ones have enjoyed for years. You want your loved ones to continue to enjoy the property after you are gone. Is there something that you can …

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Preventing Uncapping Property Taxes

Property tax assessments seem to be going up and up. Local tax assessors are on the lookout for opportunities to “uncap” property assessments, which increase the property taxes on your real estate. Since Michigan adopted Proposal A in 1994, the …

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Who Does What, When?

When you are doing your estate plan, you have to choose people for certain things. For what jobs do you have to make a selection and what are their duties? Who do you want to benefit, or to not benefit …

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Be Prepared

You fall and break your hip. Or you have a stroke. Or you have a heart attack. Or you or your spouse end up in a nursing home. What are you gonna do? What are your loved ones gonna do? …

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How to Collect from the Dead Guy

You’re owed money by someone to whom you’ve loaned money or provided services and before you get paid, the guy dies. What are you gonna do? I was in my doctor’s office this past week and he had a patient …

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How Long Do You Keep Financial Records?

We regularly get the question of “How long should I keep my _____ records?” The _____ can be tax, estate, trust, bank, etc. The answer to that question is not always so simple, because it depends upon the type of …

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Planning for Singles with No Kids

You may be single. If you are, you are part of a growing crowd, According to the Pew Research Center, half of the adults in the U.S. are single, up from only 28% in 1960. The percentage of adults who …

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