Strategic Planning Concepts

Strategic Planning Concepts Our mission is simple yet profound: to provide you with a comprehensive suite of financial services tailored to your unique needs and aspirations.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/02/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
08/29/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/26/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

There are four basic steps to calculating the value of an estate.
08/22/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/19/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

There are benefits and limitations when using a living trust.
08/15/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Test your estate strategy knowledge with this short quiz.
08/12/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

When considering a record keeping system for your business, you need to ask yourself some very important questions
08/08/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Do you have a will? Is it updated?
08/05/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Learn more about whether you need to pay estimated taxes.
07/29/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Troy, MI
48084

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