News & Resources

For a number of years, estate taxes haven’t been a major planning issue for many people. Since 2012, the amount you can protect against the estate tax (known as “exemption”) has been rising and in the last six years alone, it’s gone up significantly. In 2024, the exemption is $13.61 million per person. But, the

The list of Top Area Estate Planning Firms by Crain’s Grand Rapids Business, which ranks firms based on the number of estate planning clients in West Michigan in 2022, stands as the most thorough and reliable resource. This ranking is derived from responses to surveys conducted by Crain’s Grand Rapids Business, with “West Michigan” defined

Owning a home comes with a lot of challenges. One of them is incorporating it into your estate plan. It used to be a fairly straightforward process. If you created a revocable living trust, you’d transfer your house to that trust and you were done. Today, there’s a lot more to think about when doing

On November 7, 2023, Michigan adopted a new financial power of attorney law. It joined 29 other states in passing what’s called a uniform law. In other words, Michigan now has a financial power of attorney (sometimes called a “POA”) that’s consistent with 29 other states in the country. In this new law, Michigan has

Estate planning is in part about having peace of mind that “you’re all set.” In other words, you’ve put together a plan that will play out the way you intended upon your disability or death.If you’ve done an estate plan, you should still ask whether “you’re all set” every once and a while. Getting a