» 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
How to Choose the Right Power of Attorney or Personal Representative
December 6th, 2021
When it comes to selecting someone to serve as your power of attorney or personal representative, you simply cannot be too careful. This is a person who will handle your legal and financial affairs if you are unable to do so, and the person who will…
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Categories: Estate Planning
Protecting Minor Beneficiaries
October 13th, 2021
Preparing your estate plan inevitably requires that you consider your own mortality. If you have children under the age of 18, planning to provide for and protect your family is even more important. But can a minor be a beneficiary at all? One of the…
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Categories: Estate Planning
What is a Last Will and Testament, and Why You Need One
October 5th, 2021
What is a Last Will and Testament? A Will, also known as a Last Will and Testament, is a legal document that states your intentions for the distribution of your assets and property after your death. The State of Michigan requires the person creating…
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Categories: Estate Planning
How to Protect Your Legacy from Immature Financial Decisions
August 10th, 2021
As you work with your lawyer to develop your estate plan, you will consider the legacy you want to leave to the people you care about most. But sometimes the people we love need to be protected from themselves. This is where a spendthrift provision c…
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Categories: Estate Planning
The Importance of a Durable Power of Attorney
June 29th, 2021
A durable power of attorney allows you to appoint another person to make decisions for you if you lose the mental capacity to make decisions on your own. Choosing someone who will act as your power of attorney is an important decision that should onl…
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Categories: Estate Planning
10 Reasons to Update your Will or Trust
May 18th, 2021
Your estate planning documents, and especially your Last Will and Testament (Will) and any trusts you have created, are living documents that need regular maintenance. As your life and circumstances change over time, your estate planning documents mu…
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Categories: Estate Planning
Should You Have A Joint Revocable Trust in Your Estate Plan?
January 7th, 2021
In the right circumstances, using a joint revocable trust as an estate planning tool can make a married couple’s administration and distribution of their assets easier, with the added benefit of reducing time and expenses. What is a Joint Revocable…
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Categories: Estate Planning
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