Family and Legacy Planning
Review and Update Wills and Trusts Ensure that all documents are current, especially following life changes like births, deaths,...
July Updates!
Disability Pride Month (July 1–31) This month-long observance celebrates the diversity, strength, and contributions of people with...
New Estate and Gift Tax Rules: What You Need to Know in 2025!
As of July 4, 2025, the federal government enacted sweeping tax legislation under H.R. 1. Among the most significant changes are...
May We Plan Ahead?
Estate planning is an essential step to make sure your family is protected, your assets are managed according to your wishes, and your...
Mental Health Awareness Month
Mental Health Awareness Month, observed every May since 1949, aims to raise awareness about the importance of mental well-being and...
Understanding Certificates of Trust in Michigan: What They Are, Why They Matter, and How to Use Them
A Certificate of Trust is a vital legal document in estate planning and trust administration. In Michigan, this certificate serves as a...
