810.985.4320

Financial Planning Under 35

Posted on 01/31/2010

Financial Planning is not just for people nearing retirement. In fact, it is a good idea to begin planning for a comfortable and secure retirement when you are young. That is why Social Security has a new financial planning tool …

Read More

Making Decisions for Mom or Dad

Posted on 01/24/2010

So Mom or Dad has named you as their financial power of attorney and patient advocate. You will be handling financial and medical decisions for Mom or Dad if they are unable. Mom or Dad has told you that it …

Read More

Collections

Posted on 01/17/2010

You have spent the better part of the last fifty years, or more, collecting baseball cards, Coca Cola memorabilia, classic cars, coins or other collectibles. What will happen to your collection after you are gone? If you have an only …

Read More

Healthcare Issues

Posted on 01/10/2010

In your estate plan, if you are like most people, you want to make sure that you are in control while you are alive and well, that you and your loved ones are provided for when you are alive and …

Read More

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.