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How to Handle Retirement Accounts in Your Estate Plan?
A will is the basic instrument in your estate plan. Your will directs your personal representative to distribute your property to your heirs. However, retirement accounts are handled differently from…
Read MoreFinancial Holiday Gifts for Young Adults
The holidays are approaching and many of us are searching for the perfect gift to give young adults in our lives. Most young adults love to receive money for the…
Read MoreFinancial Planning for Physicians in Michigan
Many physicians struggle during residency and during the early years of their careers as they pay off student loans and establish their medical practice. However, most physicians eventually become what…
Read MoreIs There a Difference Between Financial Planning and Estate Planning?
Even though there may be some elements of financial planning and estate planning that overlap, they serve very different roles. Working with a financial planner and an estate planning attorney…
Read MoreThe SECURE Act May Significantly Change Your Retirement and Estate Plan Regarding Stretch IRAs
The U.S. House of Representatives passed The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 in a 417 to 3 vote. If the U.S. Senate passes The…
Read MoreBringing Up the Topic of Estate Planning with Your Parents
Bringing Up the Topic of Estate Planning with Your Parents Mother’s Day has just passed and Father’s Day is right around the corner. As our parents age, there are certain…
Read MoreMerging Finances with a Life Partner
Merging Finances with a Life Partner Many brides consider June the best month to plan a wedding for many reasons. June is named for the Roman goddess of marriage, Juno,…
Read MoreHow Does Bitcoin and Other Cryptocurrency Affect Tax Planning?
How Does Bitcoin and Other Cryptocurrency Affect Tax Planning? Bitcoin is a form of cryptocurrency, also referred to as altcoins or digital currency. Cryptocurrency was first introduced in 2009 when…
Read MoreFive Tips to Make Tax Time Easier for You Next Year
Five Tips to Make Tax Time Easier for You Next Year It is only July, so why should you be thinking about filing your taxes? You have at least nine…
Read MoreThe Three Important Money Lessons Your Children Don’t Learn in School
The Three Important Money Lessons Your Children Don’t Learn in School In just a few weeks, children will return to school. History, reading, math, and other subjects will fill their…
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