Ever wondered if Santa's sleigh full of gifts comes with a side of IRS paperwork? In this festive and thought-provoking episode, we explore whether the jolly old elf is subject to gift taxes.

When managing an Irrevocable Life Insurance Trust (ILIT), one critical yet often overlooked step is sending Crummey letters to the beneficiaries. Have you sent yours?

Did you know that putting your home in a trust can impact your homeowner's insurance? In our latest episode, we dive into the crucial question: Does your insurer know your home is in your trust? Tune in to Episode 309 for insights that could save you from potential pitfalls!

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 #Podcast

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 have to go through probate.

Learn more about the importance of MiABLE accounts for special needs children!

Understanding the different types of Special Needs Trusts is essential for families and caregivers to make informed decisions about their loved one's future financial planning.