An Education in Estate Planning

Education is one of the most important aspects of estate planning. Families come to us with many questions about “what’s next,” or they simply want to know where to begin when it comes to estate planning. One of the biggest things we educate our clients on is the importance of updating their estate plan. This… Read More »

Are We Nearing The End Of Medicare’s Three-Day Rule That Makes Patients Pay For Skilled Nursing Care?

From a recent Forbes.com article (link to the original article by Howard Gleckman): President Trump’s Medicare chief, Seema Verma, may have signaled the beginning of the end of Medicare’s three-day rule—the requirement that Medicare will pay for post-acute care or rehabilitation in a skilled nursing facility (SNF) only if a beneficiary first spends at least… Read More »

Six Things to Consider Before Making Gifts to Grandchildren

Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In many cases, grandparents feel they have ample resources and their children or grandchildren may be struggling financially. Assistance with summer camp fees, college tuition, wedding costs or the down payment on a first home, can… Read More »

Do You Want to Work Post-Retirement?

Financial Exploitation: What You Need to Know to Protect Yourself

A lot of retirees like to work part-time after retirement. It’s a great way to stay active, mentally, physically, and within the community. Plus, it brings in supplemental income a lot of retirees use for discretionary spending, rather that dipping into retirement or investment accounts. For some, working in retirement years is necessary — especially… Read More »

Experience and Focus

Here’s something you may not know: I am one of 19 certified elder law attorneys in the state of Michigan — a state with over 35,000 practicing attorneys. Certification in elder law is a huge step above passing the state bar and practicing as an attorney. In order to become certified, eligible attorneys are put… Read More »

Did You Buy A New Home But Are Still Trying To Sell Your Old Home? Here’s How To Keep Your Property Taxes From Going Up.

On April 8, 2008, former Governor Granholm signed an amendment to the law that enables a person who has established a new principal residence to keep a Principal Residence Exemption (PRE) on property previously exempt as the owner’s principal residence. The conditional rescission allows an owner to receive a PRE on his or her current… Read More »