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 sing… 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

Jun

Sending Your Child to College? Do These Five Things First.

June 20th, 2018

If your child has just graduated high school, you are probably savoring this last summer together before sending your child to college. (Or you may be ticking the days off the calendar and offering to help them pack!) College is the beginning of adul… Read More

Jun

Don't Procrastinate on Your Estate Plan!

June 8th, 2018

There are things in life we need to do, but we often struggle to do them. It’s not that we question their importance, we just keep…putting them off. Everyone procrastinates at some time or other, even when the task is an essential one, wi… Read More

May

Seven Reasons to Hire Your Child to Work for Your Small Business

May 25th, 2018

If you’re a small business owner, you likely embody certain traits: self-motivation, creativity, persistence, and a willingness to work hard. If you are a parent, you probably want your children to acquire those traits, too. One excellent way t… Read More

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