Should a 529 Savings Plan be part of your estate planning?

On behalf of Bebout, Potere, Cox & Bennion, P.C. posted in estate planning on Sunday, March 26, 2017. A common theme in estate planning is providing for the educational costs of beneficiaries. Today‚Äôs post takes a look at an increasingly popular option, tax-advantaged 529 savings plans. This type of plan may help cover school expenses …

Do retirement needs impact your estate planning?

On behalf of Bebout, Potere, Cox & Bennion, P.C. posted in estate planning on Monday, May 8, 2017. Many Americans may find it easer to discuss retirement needs rather than estate planning. The former may include fun goals, like retirement vacations, perhaps a move to a warmer climate, or simply more time to take up …

Who should be the beneficiary of your life insurance policy?

On behalf of Bebout, Potere, Cox & Bennion, P.C. posted in estate planning on Thursday, September 14, 2017. Your primary thought when purchasing life insurance in Michigan is probably to provide for your family if you die suddenly. How that policy is set up and who you name as beneficiary could make a big difference …

What you should know about advance care directives

On behalf of Bebout, Potere, Cox & Bennion, P.C. posted in estate planning on Monday, November 6, 2017. You may have already spent some time making some end-of-life plans, but a Michigan will or trust often only addresses part of the equation. At Bebout, Potere, Cox & Bennion, PC, we often provide advice and assistance …