Sheehan & Associates, P.L.C.

March 2019 Archives

Incorporating gift-giving into your estate planning

As part of their estate planning, people often decide that they would prefer to give away some of their assets while they're still alive. This way, the recipient can enjoy the gift -- whether it's money or property -- right away, and the donor can see their gift is appreciated. If you're considering giving a gift of considerable value to a loved one or other recipient, it's important to understand the potential tax implications.

A benefit of divorce: one-on-one time with your children

If your spouse asks for a divorce, you may find yourself looking for the positives. It's all too easy to dwell on the negatives. However, you know that you can't stop the divorce from happening, so you need to see how it could actually be a benefit for you and your children.

The importance of creating a 'legacy list' after a loved one dies

The task of cleaning out a loved one's home after their death can be daunting. However, don't throw away valuable items in your haste to get the home ready to sell. By "valuable," we don't necessarily mean the sterling silver place settings or the antique vases. We mean the things that have sentimental value for family members or perhaps things that no one knew about but had deep sentimental value to your loved one.

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Sheehan & Associates, P.L.C.
1460 Walton Blvd , Suite 102
Rochester Hills, MI 48309

Toll Free: 877-600-7891
Phone: 248-218-1473
Fax: 248-650-5368
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