It is important to thoroughly read through any power of attorney that you have created to name someone to act as your agent or that has named you as someone else’s agent. This document should give some information as to what the named agent should anticipate, such as when the power of attorney becomes activated …
Financial Accounts Handled By A Financial Power of Attorney Read More »
You are combining a lot of things when you are moving in with your new spouse, including your finances. This can add unnecessary or additional financial related stress if you haven’t taken the proper planning steps to ensure that you have looked at the big picture and drilled all the way down into the details …
Financial and Estate Planning Tips for Remarriage Read More »
Anyone who is nearing retirement or is already retired should be thinking about establishing estate planning documents and strategies. Your Michigan estate Personal Representative is a person who is appointed to manage your estate in the event that you pass away. The Personal Representative is either named by you in your Will or, in the …
Does My Michigan Estate Personal Representative Need Financial or Legal Experience? Read More »
A new study found that the most commonly-Googled term in 2018 for Michigan residents was “income tax.” But while the Internet can help provide you with some information about taxes and financial planning, it is always smart to follow up on your research by meeting, in person, with professional advisers. This is especially true if …
Michigan Residents Turn to Google For Answers to Financial Questions Read More »