Resources
What Not to Talk About at Thanksgiving
And What to Talk About Instead. Politics. Religion. Dieting. These are some topics of conversation that should be banned from your Thanksgiving table. But Thanksgiving may bring an opportunity to discuss other crucial topics while you are with your family. If you...
3 Tips for Surviving Your Kid’s Fall Sports Schedule
Congratulations – your kid made the team! Now what? Here are a few tips to help you (and your kids) survive the season! 1. Be Prepared. Sometimes games, tournaments or meets will be far away. Your athlete, and other family members who are coming along, will need...
5 Places to Look When Closing up the Cabin
The kids are back in school and the leaves will start to change soon. You may have just a few more weekends to enjoy your place up north, so it’s not too soon to start thinking about closing it up for the season. Here are a few of the best suggestions we found....
If I Have a Will, Do I Need an Estate Plan?
By simple definition, a Will basically states who is supposed to get your money and possessions after you’re gone. In reality, a Will isn’t quite so simple. Wills must go through Probate Court. A judge has to agree to it and give permission for the contents to be...
Three Tips for Seamless Business Succession
Your dentist, your salon, your auto repair shop. Also ArtVan Furniture, Avis Ford and the Detroit Lions. All are family-owned businesses. By some estimates, 60 to 80 percent of all businesses in the U.S. are family businesses. Large or small, family businesses can...
Have Some Faith in Trusts
Previously we talked a little about what it means to have a Will versus having an Estate Plan. An Estate Plan usually includes a Trust, but a Trust is not a Will. Both are legal documents that say what you want to happen with your assets (money and possessions) after...
What Goes in a Trust?
If a Living Trust, also called a Revocable Trust, is part of your Estate Plan, at some point you will have to “fund the Trust.” Funding your Trust will do many things for you and your family. Here are a few highlights: Avoid a potentially costly and lengthy process of...
4 Items For Your End-of-Year Business Checklist
If you haven’t already, it’s not too late to make an end-of-year checklist for your business. Especially if you are thinking about retiring or selling your business in the next year or two, a thorough checklist will help get all your financials in order. That will...