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…

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…

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…

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…

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…

Recent Blog Posts

Dec

Financial Steps to Take if You're Moving Overseas

December 13th, 2018

Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li… Read More

Nov

2018 End of Year Tax Planning Tips

November 28th, 2018

Every year, as we prepare to turn the calendar page to December, it’s a good idea to think about what we can do before the end of the year to minimize taxes. This year, with the Tax Cuts and Jobs Act (TCJA) having taken effect on January 1, it&… Read More

Nov

Medicare Open Enrollment for 2019: What You Need to Know

November 21st, 2018

It’s that time of year again! No, not the holidays—Medicare open enrollment. What exactly is Medicare open enrollment? It’s a period each year (October 15-December 7) during which Medicare users have the opportunity to reassess their co… Read More

Read All Blog Posts