Understanding the Various…

Understanding the Various Forms of Dementia

Dementia is a complex condition that affects millions of people worldwide, impacting memory, cognitive function, and daily life. While Alzheimer’s disease is perhaps the most widely recognized form of dementia, there are several other types, ea… Read More
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Senior woman watering flowers in her apartment.

Early Warning Signs of Dementia: Financial Troubles

Key Takeaways: Early warning signs of dementia can appear in the form of financial difficulties up to six years before diagnosis Monitoring the financial health of your elderly family members could reduce the risk of irreversible financial events A s… Read More
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Combing through the fine print

Navigating the Maze: Government Benefits for Developmentally Disabled Individuals in Michigan

If you or someone you love has a developmental disability in Michigan, you might be wondering what kind of government assistance is available. The good news is there are several programs designed to help with finances, healthcare, and daily living. L… Read More
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Happy senior woman sitting at a table in her home office, drafting her last will and testament in a journal and taking care to allocate her assets. Retired woman leaving a plan in place for the future.

New Year, New You, New Plan: Why Estate Planning Belongs on Your Resolution List

As the confetti settles and the echoes of “Happy New Year!” fade, we’re all filled with the fresh optimism of a new year. It’s a time for resolutions, for setting goals, and striving for a better version of ourselves. But amid… Read More
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Categories: Estate Planning
A mixed race senior woman holding her puppy outdoors

Planning for your Pets

Over the last few decades, we have seen a significant change in how pets are perceived, even in the law. Years ago, pets were seen as property without much value or protection under the law, however, much of society has found the true value in having… Read More
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Categories: Estate Planning

A&A Benefit

The Aid and Attendance (A&A) benefit is a tax-free benefit available to veterans and surviving spouses who need help with their activities of daily living or are housebound due to a disability. The benefit is in addition to the basic Veterans Pen… Read More
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Dying without a Will

I get calls almost weekly from people inquiring about the necessity of a will. It is often when a loved one is in the hospital or transitioning to hospice and the family is in a panic to make sure a will is in place. During these phone calls I do my… Read More
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Categories: Estate Planning

Gift and Inheritance Taxation

Inheritance Tax in 2021 Inheritance tax is a constant concern I hear from clients. There is so much misinformation regarding what is taxed and what is not. This blog is designed to help clarify some myths regarding gift taxation during lifetime and a… Read More
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Categories: Estate Planning
Planning for the Unexpect…

Planning for the Unexpected: When Someone Becomes Disabled

Understanding the Importance of Special Needs Planning Planning is paramount for a family with a member who has special needs. This cannot be stressed enough. In addition to the day-to-day planning (education, socialization, encouraging independence,… Read More
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COVID-19’s Lesser Known…

COVID-19’s Lesser Known Impact

2020 has been a year of nearly immeasurable change on a global scale. The Covid-19 pandemic has completely altered many peoples’ day-to-day lives. While most of us are settling into this (hopefully) temporary way of living, others have not been so… Read More
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Categories: Estate Planning, Probate