by Jarrett McCartney Staff | Jul 26, 2024 | Estate Administration, Estate Planning
When it comes to estate planning, the thought of your loved ones dealing with the complexities of probate can be daunting. In Michigan, probate is a legal process that can be time-consuming, costly, and emotionally taxing for those you leave behind. But the good news...
by Jarrett McCartney Staff | Jul 18, 2024 | Estate Planning
A little over a year ago, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the SECURE 2.0 Act took effect in 2024, and they could substantially impact your family’s financial...
by Jarrett McCartney Staff | Jul 10, 2024 | Estate Planning
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children. And with blended families come blended family issues!! In...
by Jarrett McCartney Staff | Jul 10, 2024 | Estate Planning, Special Needs Trusts
Planning for a loved one with special needs can be overwhelming. But asking how to set up a special needs trust is the first step to protecting your loved one. You want to ensure their financial future is secure without jeopardizing their eligibility for essential...
by Jarrett McCartney Staff | Jun 27, 2024 | Estate Planning, Guardianship, Powers of Attorney (POA), Trusts
Wondering how to get power of attorney for elderly parent with dementia can feel overwhelming. You might face many questions and concerns as you try to ensure your loved one receives the best care possible. Dementia adds complexity to the situation, making it crucial...
