Stewart and Bruss, P.C.

01/11/2020

The passing of the SECURE Act has made dramatic changes to estate planning and financial planning. It is important to become familiar with this new law and determine how it will effect you.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

12/20/2019

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

12/11/2019

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

09/06/2019

Please join Attorney Jeff Bruss at the Chesterfield Library on Thursday September 12th at 1:00 pm for a free Estate Planning Seminar! Jeff will be discussing the 6 tools of estate planning. RSVP is not required. Call 586-286-6505 with any questions.

05/20/2019

Wow...

The latest one is dated March 2014 and appears to give the famous singer’s assets to family members.

04/16/2019

The largest transfer of wealth in the history of our world will take place over the course of the next 25 years. Have you created an estate plan to transfer your assets to your loved ones?

Over the next 25 years, baby boomers will pass to their children a mind-boggling $68 trillion — the biggest generational wealth transfer ever. Here's how those lucky heirs can keep the taxman at bay.

04/03/2019

It is always sad to see families fight during the estate administration process. This story is particularly disheartening to those of us who are fans of Tom Petty. Hopefully the family members will be able to come to a reasonable agreement.

The rock star's daughters from his first marriage are fighting with his second wife over the management of his estate.

03/15/2019

“Luke Perry’s tragic death provides an important lesson for everyone. No one should wait until they are ‘old’ to do their estate planning.”

Luke Perry died surrounded by loved ones. The actor - who rose to fame playing a teenager on Beverly Hills 90210 - died from a condition that most think of as only striking "old" people. Perry's foresight to do the proper estate planning meant that the tragedy was not made worse for his family.

03/08/2019

Court files show the estate of legendary Detroit Tigers broadcaster Ernie Harwell and his wife, Lulu, has been sucked dry.

01/19/2019

Thank you to everyone that came to our estate planning seminar this past week! We had a great turnout and will be hosting another seminar in the near future.