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Today, we are celebrating 10 years, yes 10 years in business! Just as in the beginning, we are excited to continue helping small businesses and families with their planning and achieving their goals.  We are thankful for all of our clients and friends we have made along the way. We appreciate the ability to give and gain advice throughout our journey.  We look forward to continuing this path and look forward to the next ten years....

General Motors is currently offering buyouts to 18,000 salaried employees who have 12 or more years of experience. Employee buyout packages can come in the form of a one-time lump sum payment, which without proper planning, can have tax and estate implications. If you decide to take the buyout, there are a few things to consider. Where is the money going to be deposited? If you deposited the money into a bank account and were to pass away without designating beneficiaries, then...

It is fall in Michigan (even though it certainly looks and feels like winter), and now is the time to prepare for a productive new year. For small business owners, you should be considering ways to improve your operations in 2019. One way is to review your business documents. This is important for a small business owner, because dealing with legal issues before they become problems reduces costs and increases your chances of a successful outcome. When was the last time...

The headline reads: Michigan mother-of-two 'stole $200,000 from life insurance policy her teen daughters received when their father died' The headline leaves us asking, “how did this happen and why would a mom do this?” After reading the story, we learn that the mother was divorced from the father and then the father passes away leaving his minor children as the beneficiary on the life insurance policy. Since minors cannot inherit until 18, a conservator was appointed to manage the money. In...