Items Tagged with 'Estate Planning'


The importance of creating an estate road map for your heirs

October 31, 2019
After someone’s death, it is typically a time of grief, high emotion, fear of the unknown and confusion. A good estate plan can alleviate some of this. Read More

Don’t let time and your estate planning slip away

July 31, 2019
As we all know, the 2017 Tax Cuts and Jobs Act made many changes to how we look at tax planning. One change that has not received as much attention yet is the estate and gift tax exemption. Read More

Money and memory loss: Talking with family over the holidays

November 15, 2018
The season of holiday gatherings is upon us again. This year, you may notice a parent or other family member who doesn’t seem to be doing as well as when you last saw them. Read More

Attorneys stress importance of estate planning

A will now means fewer headaches later, especially for millennial parents with kids.

October 19, 2018
The majority of Americans don’t think about estate planning. Read More

How to make financial decisions when you lose a spouse

August 29, 2018
Grief and mourning affect each of us uniquely, but all widows and widowers experience a difficult dilemma. On the one hand, the world seems to demand rapid responses to a barrage of critical questions, financial and otherwise. On the other hand, it’s usually very difficult to make big decisions while you’re grieving. Read More

Michigan Supreme Court upholds ruling for attorney-friend in $16M inheritance case

June 25, 2018
DETROIT — A lawyer who prepared a friend's will and stands to reap millions of dollars with his sons has survived an appeal by the man's family. Read More

Estate planning 101

May 31, 2016
Our firm recently had the privilege of sponsoring an estate planning seminar at the Grand Rapids Community Foundation. The seminar consisted of a panel of three leading Grand Rapids estate planning attorneys discussing key components of estate planning and illustrating its importance with case studies. Read More

Just the two of us: estate planning for ‘DINK’ couples

February 12, 2016
If you've had the privilege of hanging around a group of excited estate planners, at one point or another the abbreviation “DINK” may have been thrown into the conversation. Read More

Estate or death planning: There’s no better time than now

March 8, 2013
The recent fiscal cliff tax legislation (American Taxpayer Relief Act) made the estate tax exemption and rates permanently part of the tax code. Read More

Reducing risk factors in trusts and estates planning

Ask plenty of questions to get the right answers

October 15, 2012
Planning for your family’s future is one of the most important jobs you have. Unfortunately, the average person doesn’t know all the intricacies and options for trusts and estates planning, which can leave individuals or their families in a vulnerable position. Read More