Years ago brokers, life insurance, and annuity sales people used to aggressively push Medicaid annuities claiming this product would protect your assets if you went to a nursing home. In almost all cases, this wasn’t true and the State of Michigan took action to shut down this sales practice. What is a Medicaid Annuity? A […]
Is a Medicaid Annuity Right for You? Read More »
All sellers focus on the amount they are selling their business for and how they are going to get paid. That makes perfect sense. However, it is rare they spend time planning for how the sale proceeds will be taxed. This could result in a tax savings of approximately 15% and a sizeable amount of
Business Owners: Don’t Forget This Important Item When Selling Your Company Read More »
Every estate plan should include a document naming someone else to handle medical decisions when you are no longer able to. The terminology most commonly associated with this document includes: a medical directive, advanced directive, living will, patient advocate, and health care power of attorney. No matter the name, this document contains important language about
Do Not Resuscitate vs. Life Sustaining Treatment Read More »
One of the primary reasons people create a trust is to avoid probate. A revocable living trust is the most typical trust used to ensure that your wishes are carried out. But sometimes this well-intended plan falls short if the trust is never funded. I always tell clients that their estate plan is not done
Have You Funded Your Trust? Read More »
This is often a difficult decision. Some people struggle because they’d like to name all of their children, but understand that may only complicate the process. Others have a child or person in mind who is very capable, but he or she lives far away from them. Other people don’t have any children or friends
How to Decide On a Financial Decision Maker for Your Estate Plan Read More »
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
