Reject an Inheritance? Not Always a Bad Idea

Published on June 9, 2025

Planning professionals often focus on how to best leave assets, but inheriting them can be less straightforward.

       
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Senate Republicans Plan to Release Major Revisions to Trump's Tax Bill

June 9, 2025
The Senate Finance Committee is expected to release a draft this week.

Lido Advisors Adds $830M Firm, Boosting Michigan Footprint

June 10, 2025
Chief Growth Officer Jordan Greenhouse said the firm hoped its deal with Exchange Capital Management would make inroads into Ann Arbor’s “highly educated environment.”