Last Will and Testament

Everyone has a Will (Even if you don’t)

Everyone should have a Will. If you don't have a Will then your stuff might go to someone you don't…

1 year ago

Estate and Gift Tax Exclusion Amounts

The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…

1 year ago

Medicaid’s “any circumstance” test for trusts

Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…

2 years ago

Dementia alone does not prevent someone from executing a valid Will

In Creamer v. Manley, decided March 14, 2024, the Court of Appeals affirmed summary judgment upholding the validity of a…

2 years ago

What Constitutes a Valid Will

What Constitutes a Valid Will? In Michigan, a jury found that a handwritten document by Aretha Franklin, found in her…

2 years ago

Warren Buffett Estate Planning Advice

Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…

2 years ago

Sometimes You Must Say No

Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…

2 years ago

Control: Why People Do What They Do

Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…

2 years ago

Fear: Why People Do What They Do

Fear is a powerful motivator. The Bible tells us to fear not. Stonewall Jackson (and others) are attributed as having…

2 years ago

Why People Do What They Do?: A Desire for Certainty

This is the first in a series of posts exploring why people do what they do. In this post, we're…

2 years ago