» Estate Planning

A core estate plan protects you and your family’s well-being. One important document that should be part of every core estate plan is a Patient Advocate Designation, sometimes referred to as a “Power of Attorney for Health Care”, in which you d… Read More

A core estate plan will protect your financial interests and family’s well-being, and includes four important documents. One important document that should be part of every core estate plan is a Durable Power of Attorney (DPA). A DPA allows you to… Read More

National Estate Planning Awareness Week, which was adopted in 2008, occurs every year in October and provides an important reminder about making the effort to create an estate plan, or to review your plan if you already have one. An estate plan deter… Read More

The family vacation home, whether it is a cabin, cottage, house or condo, is often cherished for the lifelong memories and family traditions it provides. Many Michiganders want to keep their vacation properties in the family for their children and fu… Read More

In Michigan, establishing a Joint Revocable Living Trust as part of your estate plan can be an excellent choice if you have minor children or young adult children. What is a Joint Revocable Living Trust? A joint revocable living trust (JRLT) is a sin… Read More

Estate planning is for everyone. It provides a method for an orderly distribution of your assets and property following death and also serves the equally important purpose of protecting you and your family during your lifetime in the event you become… Read More

Using beneficiary designations offers a simple and cost-effective method for the transfer of your assets at death. It is also important for estate planning because naming beneficiaries on bank and financial accounts, life insurance policies, annuitie… Read More

A lady bird deed, also called an enhanced life estate deed, is a popular estate planning tool that avoids probate and accomplishes other estate planning objectives. It is a special method of automatically transferring your home and other real propert… Read More