3 Deadly Sins of Retirement Planning

18 February 2019

3 Deadly Sins of Retirement Planning

 

Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn an income.

Please Join us for our February Estate Planning Presentation

6 February 2019

“Your Family Could Be Stuck With a Huge Financial Nightmare at Your Death if You Don’t Attend this Free Seminar!”

(Having a Will or Trust is NOT enough. Read this letter and discover why…)

 

On Tuesday, February 26, at 6:30 PM, we will be presenting at our Fenton location at 1542 N. Leroy, Suite 2A, Fenton, MI, so you can come on down and get the peace of mind you need to know that the people you love most will have an easy time with things at your death.

 

Pet Trusts Offer Protection for Your Furry Family

5 February 2019

Pet Trusts Offer Protection for Your Furry Family

If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of the family. And since your furry friends can provide protection, emotional support, and unconditional love, such consideration is often well deserved.

In stark contrast, the law considers your pet nothing more than personal property. That means that without plans in place, your pet will be treated just like your couch or vacuum in the event of your death or incapacity.

 

Estate Planning Information Session

31 October 2018

Are You Playing Musical Chairs with
Your Family and Your Finances?

If you are one of the 69% of people who don’t even have a will, then you are going to get caught without a chair, which means conflict and court for the people you love!

Or maybe you do have a will, but you don’t know that a will alone is simply not enough to make sure your family will stay out of court and conflict if you become incapacitated or when you die.

Questions and Answers About Personal Liability Umbrella Insurance

17 October 2018

Questions and Answers About Personal Liability Umbrella Insurance

 

It’s no secret that we live in a litigious society. And though our right to a fair trial is one of the hallmarks of American democracy, it has also led to a lawsuit-crazy culture.

In this atmosphere, you’re at near-constant risk for costly lawsuits, many times even when you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves in court.

 

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