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EP Docs When You Move

Posted on 04/26/2009

So you have your will, financial power of attorney and health care power of attorney and maybe a trust that was prepared in Michigan and you plan on moving out of state. Or you just moved to Michigan from another …

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You Can Provide For Your Children

Posted on 04/19/2009

You do not want to disinherit your children, but money management skills were not one of the talents that God has given them. The kids went through Grandma’s inheritance in less than a year. You may not want that to …

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Set Up Your Business Properly

Posted on 04/12/2009

When starting up a new business, you may be tempted to set it up on your own without the aid of an appropriate professional advisor. You may think that all you have to do to set up a corporation or a …

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When Can Mom or Dad Sign Their Will

Posted on 04/05/2009

Mom or Dad is already in the nursing home and has symptoms of dementia from Alzheimer’s. Is it possible for Mom or Dad to still sign their will and powers of attorney? Short answer: Depends. There is a firmly imbedded …

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No Results Yet!

Legend:

0-15 Level of risk is low.

You have done a very good job of protecting your estate.

16-30 Level of risk is moderate.

You have done a pretty good job of protecting your estate.

31-45 Level of risk in the "dangerous" area.

  • Examine areas where you are weak.
  • Seek advice from competent professionals that you trust.

46+ Level of risk is "severe".

  • Immediately begin a comprehensive examination of your estate planning needs.
  • Develop a step-by-step plan to plan for your disability and to protect your estate.
  • Seek advice from competent professionals that you trust.

Disclaimer

This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.

You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.

Legal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.