810.985.4320

Importance of Funding Your Trust

Posted on 07/31/2011

You brought home your brand new trust. It sure looks great. It may be in a shiny new binder with tabs and everything. But how do you know it is going to work? Your trust is a financial vehicle, and …

Read More

The Stuff People Fight Over

Posted on 07/24/2011

You may have that special ring that you want your daughter to have after you are gone. Or you may have Grandma’s antique bureau that your son has always admired. You may want Auntie’s antique silver tea set to go …

Read More

Unraveling the Mysteries of Annuities

Posted on 07/17/2011

You may have invested some or all of your nest egg in annuities. Annuities can be useful tools as part of a diversified investment portfolio. However, if you put all of your investable assets in annuities, this is putting all …

Read More

Top Estate Planning Misconceptions

Posted on 07/10/2011

As you go through life, you probably have found that there is no shortage of people who want to give you estate planning advice. This may include your friends. The likelihood is that you realize that these friends are not …

Read More

Providing for Special Needs Children

Posted on 07/03/2011

You may have a special needs child who is developmentally disabled and/or legally incapacitated. As a result of this disability or incapacity, your child may also be on some form of governmental assistance such as Supplemental Security Income or Medicaid. …

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.