810.985.4320

Separate Trust Offer More Benefits

Posted on 11/29/2009

I am occasionally asked why I usually prepare separate trusts for married couples instead of a joint trust. The reason is very simple, it is what most of my clients want. Once I explain all the benefits and burdens of …

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DiVersify With Real Estate

Posted on 11/22/2009

You have your CDs, stocks, bonds and mutual funds. You now want to diversify more. Real estate is one good way to diversify your investment portfolio. There are some real deals out there in the current bargain market. Just like …

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Tools To Help You Decide When to Retire

Posted on 11/15/2009

These days, everyone is taking a new look at their finances, and no one is looking more closely than the millions of baby boomers who are nearing retirement age. While some boomers expected to retire at one of the traditional …

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Medicare Enrollment Starts November 15

Posted on 11/01/2009

If you are over the age of 65, it’s that time of year to review your Medicare plans. Once a year from November 15 through December 31, those eligible for Medicare have the option to change existing Medicare Part D …

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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.