Michigan Estate Planning Services

Estate Planning is the development of a plan for managing your assets and affairs during your lifetime, in case of incapacity, and upon your death. Estate Planning & Elder Law Services can tailor an estate plan to meet your particular needs. This may involve basic estate planning (e.g. Wills, Trusts, etc.), advanced estate and tax planning (e.g. IRA Trusts, etc.), or planning for persons with a disability or special needs (e.g. Special Needs Trusts).

We encourage you to contact us for a free consultation about your particular estate planning needs. Learn more about our services below.

Michigan Estate Planning Services

Estate Planning Basics

We help our clients achieve their estate planning goals by utilizing a number of estate planning documents including Wills, Trusts, and Powers of Attorney. A proper estate plan deals with not only what happens to someone's estate at death, but also… Read More

Wills & Trusts

A Will (or “Last Will and Testament”) is a legal document that allows you to direct how your assets will be distributed, who will handle your final affairs, and who will care for your minor children after your death. However, a Will cannot keep y… Read More

Powers of Attorney

Every Michigan estate plan should include a Financial Power of Attorney, a Medical Power of Attorney, and a HIPAA Authorization. A Financial Power of Attorney ("FPOA") (a/k/a a Durable Power of Attorney) is a document in which you empower someone t… Read More

Tax Planning

To avoid unnecessary taxation, proper estate planning may require more than the use of Basic Estate Planning techniques such as Wills, Living Trusts, and Powers of Attorney. You may need to consider advanced tax planning techniques if: You are single… Read More

Special Needs Planning

Special Needs Planning involves the development of a plan to provide for the “special needs” of a disabled person. This typically involves the parent of a disabled child planning for when the parent will no longer be able to act as the ch… Read More

Recent Blog Posts

Jan

Five Important Age Milestones Leading Up to Retirement

January 20th, 2020

You have probably been saving for retirement (or at least thinking about it) for decades. All the while, retirement has seemed like some mythical city in the clouds that you would never actually reach. Then all of a sudden, your anticipated retiremen… Read More

Jan

Ten Financial New Year’s Resolutions for 2020

January 13th, 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arbitrary, it’s worth pausing at the threshold of a new year or decade to contemplate how much has changed in the past, and what new beginnings you’d… Read More

Dec

Estate Planning & Elder Law Services is Moving!

December 20th, 2019

The new year is a time of change and new beginnings, and, in 2020, that’s true for Estate Planning & Elder Law Services, P.C. as well. Big changes are afoot, and we can’t wait to share them with our friends, clients, and colleagues. Our North… Read More

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