Estate Planning Attorney, and life-long Michigander, Tom Doyle, discusses all things related to Estate Planning & Settlement in Michigan, talks about Michigan events, answers your estate planning and settlement questions, and hosts guest speakers.
In today's fast-evolving financial landscape, understanding tax reporting for digital assets is crucial. Tune into our latest podcast episode for information on your tax reporting obligations. #DigitalAssets #Finance #Podca…
Understanding the implications of the increased federal estate tax and gift exemptions is crucial for effective estate planning. Join the conversation on how these changes can affect your financial future.
Did you know? Removing your home from your trust might be necessary for Medicaid eligibility in Michigan. Listen to our latest episode for essential tips! #Medicaid #Michigan
Be sure you understand how Michigan's new Uniform Power of Attorney Act, that went into effect on July 1, might require you to replace your current Power of Attorney.
In the realm of estate planning, a Last Will and Testament, commonly known as a Will, is often seen as the cornerstone document. However, there's a common misconception that having a Will in place means your assets won't hav…
In a world striving for inclusivity and equal opportunity, Michigan has introduced MiABLE—a program designed to support individuals with disabilities in achieving financial security and independence.
What is MiABLE?
MiABLE stands for the Mic…
The following is a list of Trusted IRA Providers that I have located through my research.
The Private Trust Company
Members Trust Company
Charles Schwab Trust Company
Fidelity Investments
TD Ameritrade Trust Company
Vanguard Trust Comp…
Introduction:
In the world of financial planning, retirement often looms as a significant concern. For many seniors, the question of how to access the equity in their homes while still living comfortably is a critical one. Enter reverse mortgages &…