Blog

Procrastination Is Costly When It Comes To Estate Planning

At this time of year, when people are making New Year’s resolutions, I can think of no more important resolution than protecting you and your family by finally having an appropriate estate plan prepared. Most people realize they need to have one do… Read More
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Categories: Estate Planning

Top Ten Reasons To Have An Estate Plan

Disinherit Someone. Did you know that certain family members are entitled to some of your assets when you pass away unless you provide otherwise. Protect Your Family Business. Set up your family business to pass smoothly from one generation to anothe… Read More
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Categories: Estate Planning

How To Keep Your Vacation Property In The Family

If you are like many people in Michigan, you have real estate “up north” where you spend holidays and weekends. With special planning you can ensure that your children and grandchildren will be able to continue to use this real estate after you a… Read More
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Categories: Estate Planning

Owning An Asset Jointly Can Be a Dangerous and Costly Estate Plan

Joint Ownership (with rights of survivorship) arises where two or more people own an undivided interest in an asset or property. When one of the owners dies, the entire ownership passes automatically to the surviving joint owner without going through… Read More
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Categories: Estate Planning

Without a Durable Power of Attorney, Your Estate Plan is Incomplete

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of whether you are using a will, a living trust, or do nothing at all. A DPOA is a legal document in which you appoint someone, called an “agent” or… Read More
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An "Unfunded" Living Trust is Not Worth the Paper It's Written On

A Living Trust can prevent your assets from going through probate, minimize or even eliminate estate taxes, and allow you to retain control over your assets if you are incapacitated or pass away. However, to experience these benefits your assets must… Read More
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Categories: Estate Planning

Avoiding Guardianships & Conservatorships

Nobody wants to end up the subject of a guardianship or a conservator-ship probate court proceeding. The result is the loss of your right to make basic decisions about your life and assets. To prevent this from happening you must plan in advance by u… Read More
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Categories: Estate Planning

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