News & FAQs

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… Click here to learn more

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,… Click here to learn more

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… Click here to learn more

I was recently asked to give a virtual presentation on the probate process and how that has been affected by the pandemic. I realized this would probably also make for an interesting blog topic. The probate court, like all courts, are governed by wri… Click here to learn more

A power of attorney allows a person, known as the principal, to give authority to an agent to handle some or all of their financial affairs. This could include managing the principal’s assets while they are temporarily unavailable, making all of th… Click here to learn more

Designating someone who can make medical decisions on your behalf if you become incapacitated is an important part of the estate planning process. This is often known as a “medical power of attorney.” Michigan law calls it a “designation of pat… Click here to learn more

Dementia afflicts millions of people in the United States, and tens of millions of people worldwide. With improvements in life expectancy, that number is expected to continue to rise in the coming decades. Meeting the needs of dementia sufferers, inc… Click here to learn more

Medicaid provides assistance with health care costs to people all over the country. This includes the cost of long-term care for people who, due to age, chronic illness, or disability, need help with daily activities. The Michigan Department of Healt… Click here to learn more