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Estate Planning for Out of State

Posted on 08/28/2011

You are a Michigan resident, but you do not spend all year in Michigan. You may spend part of the year in another state, such as Florida or Arizona. You may even own a mobile home, condominium or house in …

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Taking Care of Fido

Posted on 08/21/2011

We haven’t talked about pets in a while. Do you have any pets? You may have a cat or dog which you likely consider a member of your family. You may have a bird, an iguana or like my nephew, …

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Probate Avoidance 101

Posted on 08/14/2011

I regularly have people come into my office and say “My estate is simple” and think that not much work will be involved in planning their estate. Their estate plan is usually anything but simple. What you may think is …

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Seven Most Common Trust Mistakes

Posted on 08/07/2011

You may have a revocable or living trust in your estate plan. Living trusts are very powerful planning tools that you can use for all kinds of purposes. Trusts can avoid probate, or provide for your family cottage, your favorite …

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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.