Benjamin Franklin said there were only two things certain in life: death and taxes. Yet in spite of everyone having an expiration date, many people live as if they have endless tomorrows. When the inevitable happens, it commonly causes serious consequences particularly when a spouse who handled all of the finances dies first. This can leave a grieving spouse (or children) overwhelmed with trying to figure out what assets are owned and what needs to be done. No one should ever

In the 1990 comedy movie Home Alone, Macaulay Culkin plays the role of a young boy mistakenly left behind while his family flies to Paris for their Christmas vacation. The movie was a huge success, but such is not the case for seniors who are remaining in their homes without appropriate assistance for their long term care needs. While it is understandable for seniors to want to remain in their homes, it can be dangerous unless appropriate steps are taken to ensure it can b

​Leaving your family to sort through all of your papers after your death or following an emergency is often very time consuming and extremely frustrating. There is also a good chance that they will not locate an insurance policy, bank account or other assets that you had not used in years. This can result in the unclaimed assets winding up as possessions of the State of Michigan rather than your family. In fact, Michigan has recently reduced its dormancy period for unclaimed

Good news! The Financial Exploitation Prevention Act became law last week. This new Michigan law helps protect our often vulnerable senior adult population from financial scams. Check out this article which explains the new law and some of the protections it offers: https://www.abc12.com/2021/09/26/financial-exploitation-prevention-act-becomes-law-sunday/