Protect Your Loved Ones From Scams
Millions of older adults fall prey to financial scams each year. Financial abuse currently affects about 20% of Americans age 65 or older...
Estate Planning - Avoiding Disputes Amongst Children
The Bible makes it clear that the love of money is a root of all kinds of evil (see 1 Timothy 6:10). Unfortunately, the love of money can...
ESTATE RECOVERY
Estate recovery is the process by which a state recoups expenses paid for long term care following the death of a Medicaid recipient....
Dear Trustee: “This is what I prefer…”
Although often misunderstood, trusts are commonly used to plan an estate. With the estate tax exemption nearly $12 million, the primary...
Parents - No Estate Planning Secrets!
Over 20 years of estate planning experience has taught me a lot about what parents should and should not share with their children. Too...
Probating An Estate In Michigan
Probate is the legal process by which the estate of a deceased person is settled. The word probate is a Latin term which means to “prove...
Veteran's Pension 2022
As explained in previous newsletters, one of the best kept secrets of the Department of Veterans Affairs is the veteran’s pension for a...
Estate Planning for Personal Possessions
I am frequently asked about how to handle all the personal possessions a loved one has accumulated over the years. It is not uncommon to...
Protecting Your On-Line Accounts
It wasn't that long ago that the on-line world was something used primarily by the younger generation. Now it touches nearly every aspect...
How Will You Afford a Long Life?
Living into your eighties is no longer uncommon. With the doubling of life expectancy since the Industrial Revolution, we have achieved...
