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

Aug

What is Sundowner's Syndrome?

August 16th, 2019

You may have heard the term “sundowning” or “sundowner’s syndrome” in connection with patients who have Alzheimer’s disease or other forms of dementia. If you are a caregiver for someone with dementia, you may be f… Read More

Aug

The Top Four Money Mistakes College Students Make (and How to Avoid Them)

August 7th, 2019

College is a time of learning and exploration—and traditionally, living on very little money. That makes it all the more important for college students to preserve the resources they do have. Unfortunately, it can be easy for college students to ge… Read More

Jul

Top Three Things You Can Do to Protect Your Unmarried Partner

July 30th, 2019

Plenty of people live together in committed relationships without getting married. The reasons vary widely. Some people say they “don’t need a piece of paper” to feel married, and that may be true. But whatever your reason for not marrying, the… Read More

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