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 singl… 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

Nov

Five Ways Small Business Owners Can Lower Taxes

November 25th, 2019

Most people who become small business owners do so because they have a great idea, service, or product that they want to share. If you are a small business owner, you probably know a lot about the subject matter of your business, whether that’… Read More

Nov

Is Your Medical Information Safe in the Cloud?

November 19th, 2019

You may not have read about it in the news, but Google has partnered with Ascension, one of the largest nonprofit health systems in the country. The Catholic hospital system operates in over 20 states, and accumulates a great deal of patient data, wh… Read More

Nov

What's the Difference Between an ABLE Account and a Special Needs Trust?

November 15th, 2019

If you have a child, grandchild, or other loved one with special needs, you may be concerned about their financial well-being when you are no longer around to help provide for them. They may not be able to manage their own finances, so you may be wor… Read More

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