We're very proud of Carolyn Wood representing the Kotz Sangster team this month at the Swim Across America Motor City Mile open water swim! Carolyn joined more than 100 others in swimming the Detroit River at Belle Isle to raise awareness and funds for cancer research.
Owning a vacation home can create complicated family estate and income tax issues. Planning for the transfer of the family cottage requires a series of thoughtful steps. The cottage can be any vacation home and, whether it's a ski chalet or condo, waterfront property or hunting land, all have financial and emotional ties to a family.
Electronic communications—such as emails or texts—have become the primary form of communication among organizations and individuals. In the modern world, businesses large and small communicate internally and externally using electronic communications...
A Revocable Living Trust is an agreement that determines how a person’s property is to be managed and distributed during his or her lifetime and upon death. A “Trust” normally involves three parties: the Settlor or Grantor, the Trustee, and the Beneficiary.
Benefits to having a Revocable Living Trust include:
Having a “Trust” prepared is part of a comprehensive estate plan. For a complete overview, read more here.