We Can Read Your Writing, We Can’t Read Your Mind

Lyle and his son, Steven, purchased a house in 2007, which became Lyle’s personal residence. The title to the property was conveyed to: “Lyle, a single man, and Steven, a single man.” Lyle passed away several years later. The Michigan Department of Health and Human Services (DHHS) filed a claim against Lyle’s probate estate for unpaid […]

Tips for Navigating Medicare Open Enrollment

Medicare’s annual open enrollment period closes on December 7 this year.  During open enrollment, Medicare enrollees can shop for new prescription drug (Part D) or Medicare Advantage coverage. Medicare enrollees may be able to save hundreds of dollars on premiums and out-of-pocket costs by doing a checkup on their coverage and making necessary changes during […]

Michigan Launches the MiABLE Account Program.

Michigan’s ABLE account program (“MiABLE”) has gone into effect. The program launched November 1, 2016. MiABLE program accounts are modeled after 529 college savings accounts, and are meant to help persons with disabilities save money in their own names and allow tax advantaged distributions for certain expenses including housing, transportation, health and wellness, education and […]

Be Careful When Hiring an Estate Sales Agent.

An estate sales isn’t your run-of-the-mill garage sale. Estate sales offer the promise of nicer things for sale and that potential rare or priceless find. Many people faced with settling a loved one’s estate will turn to an estate sales agent to sell off the deceased’s belonging.  But hiring an estate sales agent can be a […]

Critical Post-Divorce Estate Planning Moves

Divorce can be a traumatic event.  But you cannot rest once the divorce is final.  You must immediately take action to update your estate plan to reflect your new marital status. A short article in Forbes online does a good job of summarizing what must be done with an estate plan following divorce. You need to review […]