2016 PumpkinFest 5k and Fun Run
Please click the link below for the 2016 PumpkinFest 5k and Fun Run flyer. pumpkinfest-flyer
2016 PumpkinFest 5k and Fun Run Read More »
Please click the link below for the 2016 PumpkinFest 5k and Fun Run flyer. pumpkinfest-flyer
2016 PumpkinFest 5k and Fun Run Read More »
As companies grow and hire employees, many business owners are so busy they don’t realize there are things they can do to avoid expensive lawsuits in the future. One of them is a well written employee handbook. An employee handbook is a description of the company’s mission, values, and policies that impact employees. There a
Does Your Business Have an Employee Handbook and If So, Is It Current? Read More »
The majority of my clients tell me that they want an estate plan to make things easier for their children when they pass. Many also place high importance on eliminating disputes between children. A good estate plan will meet those goals, but I always tell my clients to consider rounding out their plan by setting
Plan Your Own Funeral So Your Family Can Grieve Read More »
A number of business owners and individuals make annual gifts to their children and grandchildren. This is done for a number of reasons, but avoiding estate taxes and transitioning the family business are two very common motivations. Should you be thinking about annual gifts this early in the year? Even though there are four months
Do I Need to Be Thinking About This Already? Read More »
As a business attorney, I have helped many clients with setting up new companies, usually corporations or limited liability companies (“LLCs”). It can be a fast and furious process. After the “entity formation phase” is complete, however, some business owners overlook the importance of “routine maintenance” for the company. Obviously there are things that you
Some “Routine Maintenance” Tips for Your Company Read More »
My colleague, Haans Mulder, and I had the recent pleasure of speaking to a group of people about the nuances of planning to keep a home while a loved one receives Medicaid benefits. While the focus is often on preservation of the home sometimes it doesn’t make sense to continue paying for taxes, insurance, maintenance,
Medicaid Series Part 7: Selling a Home After Medicaid Eligibility Read More »
I had lunch with a group of officers from a local trust department, two of whom were investment managers. The subject came up of what to do with a client who has a high concentration of a single stock in their portfolio. The discussion was enlightening. Throughout my career I’ve noticed a common theme, which
THE IMPORTANCE OF DIVERSIFICATION Read More »
Avoiding estate recovery while attaining Medicaid eligibility was reviewed in Medicaid Series Part 5. But protecting the home so the Medicaid recipient will have some inheritance to pass along comes with a few burdens. Although each situation is different, here are some questions to consider when preserving a home until a Medicaid recipient passes away.
Medicaid Series Part 6: The Details of Keeping a Medicaid Recipient’s Home Read More »
Press Release CDPC 25 years
Press Release Cunningham Dalman, P.C. 25 Years Read More »
Although people refer to their pets as “members of the family”, “like our children”, etc., they are often overlooked when putting together a will, trust, or general durable power of attorney. Now, rest assured – if you already have an estate plan then you don’t necessarily have to change it. Michigan law considers pets to
Don’t Overlook Pets In Your Estate Plan Read More »