Category

Estate Planning

How Can I Simplify Estate Planning?

Often, we hear from clients that they want a simple estate plan. What they really mean is that they don’t have the time, understanding, or...
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I Have a Trust. Now What?

Sometimes, people will tell us that they did their trust a few years ago so they are done with estate planning. This may or may...
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Should I Add My Child to My Bank Account?

The answer to this is almost always, no. Adding someone to your bank account, even someone you trust inherently, can have huge risks. We can...
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How Can I Maximize My Children’s Inheritance?

Many of our clients want to protect their children’s inheritance. We help them plan to protect their children’s inheritance. We can help you stay on...
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Breaking: National Conference Speech

Exciting news!  This weekend, Lori-Ann Rickard, President of Rickard & Associates will be speaking in Washington DC at the American Academy of Pediatrics National Conference....
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Do I Need an Estate Plan?

While many people think that they don’t need an estate plan, because they don’t think they have enough money, that often isn’t the case. There...
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What is Estate Planning?

Many people have a general idea about estate planning, but don’t always know what estate planning entails and how it can help your situation, your...
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Do I Need an Estate Plan if I Have POD Beneficiaries?

Yes! Some people think that they can effectively avoid estate planning by listing Pay on Death (POD) or Transfer on Death (TOD) beneficiaries on their...
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Is Michigan a Community Property State?

No! Many clients believe that when they die, all of their assets will transfer to their spouse. This is not true. We can help you...
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Preventing Family Disputes Through Estate Planning

In our practice, one of the worst things we see is a family torn apart by probate proceedings of a loved one or by making...
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