With the right financial plan in place, you could easily glide into wealth even if you just consider yourself “comfortable” but not rich. Whether you own real estate or stocks, bonds and alternative investments in a retirement account, estate planning makes…
SEONewsWire.net
Search Engine Optimized News for Business
Tag: Michigan Retirement Plan Trust
Estate Planning: What You Can Learn from the Very Wealthy
With the right financial plan in place, you could easily glide into wealth even if you just consider yourself “comfortable” but not rich. Whether you own real estate or stocks, bonds and alternative investments in a retirement account, estate planning makes…
When Heirs Count on Your Wealth as Their Retirement Plan
Having an estate plan and retirement plan protects you, but is often a sensitive topic for families. If your child or children count on your wealth as their retirement plan, you may feel even greater pressure to get it right. An…
Tagged with: CNBC, Elder Care Team, elder law, estate planning, Great Recession, HSBC, Michigan Retirement Plan Trust
Estate Planning: Having the Inheritance Talk
As a parent or grandparent, there are many milestone talks to have with the younger generation. Talking about what a child will or will not inherit is as challenging as the birds and bees discussion. After you meet with a…
Estate Planning Mistakes to Avoid When Remarrying
When you are young and starting out, estate planning doesn’t typically rank as high of a priority as finding the perfect wedding dress, wedding venue or honeymoon destination. However, for senior citizens in Michigan who want to remarry, consider several estate…
Tagged with: Elder Care Team, elder law, estate planning, Michigan Retirement Plan Trust, QTIP, Social Security
A Go-To Guide for Choosing a Long-Term Care Facility for a Parent
Though Baby Boomers do focus on cash flow in retirement, planning beyond that with an estate plan is often not on their radar. When it comes to finding the right long-term care facility for your parent, ideally your loved one is…
Top