» Estate Planning

3 Pitfalls of Do-It-Yours…

3 Pitfalls of Do-It-Yourself / DIY Wills and Estate Plans

The ready availability and intense marketing of online services that create a Last Will and Testament, Trust, and other legal documents may make it tempting to bypass talking face-to-face with a lawyer and create your own estate plan. Unfortunately,… Read More
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Categories: Estate Planning
Make a New Year’s Resol…

Make a New Year’s Resolution to Create Your Estate Plan or Update Your Existing Plan

The tradition of making New Year’s resolutions goes back more than 4,000 years. Today, studies indicate that about 40% to 50% of us make promises to improve as the calendar turns over to January 1. For 2020, your resolutions should include creating… Read More
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Categories: Estate Planning
Do You Need a Lawyer to E…

Do You Need a Lawyer to Establish a Trust?

Wills and trusts are the core documents in an estate plan. Most people have a general understanding of the nature of a Will. Trusts are more complicated than Wills for a number of reasons and often are somewhat confusing to individuals creating an es… Read More
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Categories: Estate Planning
What Is the Difference Be…

What Is the Difference Between a Will and an Estate Plan?

Individuals often think that if they make a Will, it means they have an estate plan — but that actually is a common misconception. While your Will is part of an estate plan, it is only part of a complete estate plan. In the discussion that follows,… Read More
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Categories: Estate Planning
What Is the Best Place to…

What Is the Best Place to Store Estate Planning Documents? (and Why Safeguarding Your Estate Plan Is Essential)

Your estate plan protects your family, yourself, and your assets for the future. It represents an investment of significant time and energy. Now that you have it in hand, what should you do with it? Is there a best place to store estate planning docu… Read More
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Categories: Estate Planning
Checklist

Avoid Making Estate Planning Mistakes

The first mistake to avoid is not having an estate plan that includes a Will or a Trust along with a Durable Power of Attorney for Financial Matters and a Patient Advocate Designation. If you die without a will (die intestate), the State of Michigan… Read More
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Categories: Estate Planning

A Will or a Trust- What Works Best for You and Your Family

A Will or Trust is an essential estate planning document for directing how you want your assets distributed. It also provides your family with guidance during a difficult time in their own lives. Most people think about a Will when considering an est… Read More
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Categories: Estate Planning

PROTECT YOURSELF AND YOUR FAMILY WITH AN ESTATE PLAN

How do you protect yourself and your family with an estate plan? Create a Will or Trust for transfer and management of your assets after death. If you don’t have a Will or Trust, the State of Michigan will determine how your assets will be distribu… Read More
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Categories: Estate Planning

Do you have an Adult Life Plan (an Estate Plan)?

An estate plan is a person’s “adult life plan”. Adult life begins when a person can vote, enter into contracts and make health care decisions for him or herself. Consequently, everyone needs to plan when they become an adult. Estate planning is… Read More
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Categories: Estate Planning

Dementia Awareness: Why Durable Powers of Attorney, Trusts and Estate Planning are Important

June is Dementia Awareness Month, which provides everyone with an opportunity to learn more about this terrible condition make plans for your future if you or one of your loved ones is diagnosed with Dementia. Dementia is a general term that describe… Read More
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Categories: Estate Planning

About Bill

photo of a serious man - Ager Law Office
Born and raised in Ann Arbor, Michigan, Bill Ager graduated from the University of Michigan and then served in the U.S. Army. He graduated from the Defense Language Institute and worked at the Army’s Freedom of Information Center in Washington… Read More

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