

Medicaid Planning for Married Couples
As explained in past newsletters, the Medicaid rules often cause a lot of confusion. Rarely does a day go by that someone will assume that


The Importance of a Power of Attorney
In previous blog posts, I have emphasized the importance of having a power of attorney. Without a comprehensive power of attorney, many peop


Updated Medicaid Figures for 2024
The Michigan Department of Health and Human Services (MDHHS) ordinarily releases updated figures for Medicaid qualification. These updated


Home Alone
In the 1990 comedy movie Home Alone , Macaulay Culkin plays the role of a young boy mistakenly left behind while his family flies to...


Home Alone
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


New IRS Regulations for Inherited IRAs
The IRS has finally provided an answer to inherited IRA beneficiaries - and (no surprise) it is not a welcomed answer. Consistent with...


Medicaid Planning: How to Protect Your Assets
Medicaid Planning: How to Protect Your Assets


The New Uniform Power of Attorney Act
The Uniform Power of Attorney Act (UPOAA) became effective in Michigan on July 1, 2024.


Taking Over Mom or Dad's Finances
One of the more challenging situations when an elderly parent is declining is having to take over their finances. Sometimes it may...


An Active Lifestyle Can Ward Off Alzheimer’s
Alzheimer's is a devastating disease. Few things are more heart-wrenching than to be diagnosed with Alzheimer's or to watch a loved one