Articles

Keeping Mom & Dad Safe At Home

Mom or Dad still live at home, however you see them slowing down. Mom or Dad can’t get up and down the stairs like they used to. In these situations, you may not think that Mom or Dad is old …

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Retirement Plan Distributions

You may have a traditional or rollover IRA or other retirement accounts. The funds that are held inside these retirement accounts have not been taxed and grow (hopefully) income tax free. You are taxed on the retirement funds only when …

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I’m A Trustee What Do I Do Now

You may have been named as successor trustee of Mom or Dad’s trust. Do you really know what that entails? Do you know what your obligations are? As a successor trustee, your primary duty is to preserve and protect the …

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Final Wishes

If you are like most people, you probably have some specific issues regarding the disposal of your remains. You may want to be buried in a coffin, with a burial vault, in the ground, or you may want to be …

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Giving the Gift of Life

Over the years, I have had a number of people ask me about how to make an anatomical gift after they are gone. An anatomical gift is a gift of your organs, body parts or your entire body for transplant, …

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How To Select an Estate Planning Attorney

Finding the right attorney to plan your estate can be a significant challenge. Choosing an estate planning attorney may be your first contact that you will ever have with an attorney. What qualities should you look for in an estate …

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Leaving A Legacy is Much More

So you want to stay in control of your property while you are alive and well and provide for you and your loved ones in case of your mental disability. Then after you are gone, you want to give what …

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Medicare Alphabet Soup

If you are over the age of 65, you usually will have a red, white and blue Medicare card. However, do you understand the alphabet soup of Medicare Parts A, B, C and D? The original Medicare, and prior to …

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EP Docs When You Move

So you have your will, financial power of attorney and health care power of attorney and maybe a trust that was prepared in Michigan and you plan on moving out of state. Or you just moved to Michigan from another …

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