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

Feb

Does Your Insurance Provide All the Coverage You Need?

February 21st, 2020

Insurance is like a blanket. A blanket with holes in it isn’t useless, but it won’t give you the coverage you need it to. Likewise, your insurance policies might offer you some protection, but leave you exposed when you really need coverage. With… Read More

Feb

Surprise Medical Billing: What the Government is Doing to Stop It

February 19th, 2020

Medical care is one of the few things we purchase without knowing the price for it. Imagine walking into a grocery store and filling your cart without having any idea what the food cost, or picking out a new wardrobe and handing over your credit card… Read More

Jan

SECURE Act Becomes Law: How it Affects Your Retirement Planning

January 31st, 2020

Almost a year ago, we wrote a blog post referencing the SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement.” At that time, the Act had just passed the House Ways and Means Committee. Whether it would become law, a… Read More

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