» Estate Planning
Estate Planning for New Parents
August 3rd, 2023
There are many ways your life changes when you are a new parent. Something new parents should think about is creating or updating their estate plan. A comprehensive estate plan can give you peace of mind knowing that your assets will be handled accor…
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Categories: Estate Planning
Benefits of a Power of Attorney and Patient Advocate Designation
July 19th, 2023
Unfortunately, circumstances involving illnesses or accidents may arise in your life causing you to be unable to make decisions about your financial matters and your medical treatment. Michigan law provides an opportunity to address such circumstance…
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Categories: Estate Planning
Pitfalls of a DIY Will
June 6th, 2023
There are many forms and do-it-yourself (DIY) websites for a will, but making a will is not as simple as filling in the blanks on a form. The DIY approach to estate planning seems easy and less expensive than hiring an experienced estate planning att…
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Categories: Estate Planning
Mental Capacity for Estate Planning
May 1st, 2023
As both we and our loved ones get older, we want to make sure that there are plans in place for the future. Plans that include how our property and assets are managed while we are alive and then distributed after our death This means putting an estat…
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Categories: Estate Planning
What Are the Elements of a Basic Estate Plan?
March 1st, 2023
As both we and our loved ones get older, we want to make sure that there are plans in place for the future. Plans that include how our property and assets are managed while we are alive and then distributed after our death. This means putting a basic…
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Categories: Estate Planning
Estate Planning to Avoid Family Conflict
January 23rd, 2023
One of the primary purposes of having an estate plan in place is to avoid the potential for family conflict after death. A minor disagreement may involve who is to handle the funeral and burial arrangements for a deceased family member. A more seriou…
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Categories: Estate Planning
Choosing a Will or Living Trust for Your Estate Plan
November 15th, 2022
Making the decision between a Will or a Revocable Living Trust is the first step when starting an estate plan. Generally, both Wills and Living Trusts can accomplish the same end results by addressing how you want your assets transferred to your desi…
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Categories: Estate Planning
What to Consider When Naming a Beneficiary For Your Estate Plan
November 7th, 2022
When preparing your estate plan, you will need to consider and name beneficiaries who will inherit your assets. Your beneficiaries can receive assets from your will or trust, through life insurance policies, as part of a retirement plan, or through s…
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Categories: Estate Planning
Why Designated Beneficiaries Are Important in Estate Planning
August 8th, 2022
Designating beneficiaries is an important but often overlooked aspect of a sound estate plan. Many people prepare their estate planning documents, such as their last will and testament or trust, but forget to verify and update beneficiary designation…
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Categories: Estate Planning
Dementia Awareness: Michigan Patient Advocate Designation
June 10th, 2022
June is Dementia Awareness Month, which provides an opportunity to learn more about this condition and make plans for your future if you or someone you love ever receives this diagnosis. What Is Dementia? Dementia is a general term for a group of sym…
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Categories: Estate Planning
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