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Planning for Unexpected Events

Posted on 03/30/2014

You may think of estate planning as death planning, but it is much more than that. Estate planning includes lifetime planning. The first component of estate planning is: I want to control my property while I am alive and well. …

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The Stuff People Fight Over

Posted on 03/23/2014

You may have that special ring that you want your daughter to have after yo 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 …

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Indecision No Excuse for Not Planning

Posted on 03/16/2014

If you are like 70% of adults in Michigan, you have done no estate planning. You have not prepared a will, trust or financial or health care powers of attorney. The big question is: Why not? One reason you may …

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Collections

Posted on 03/09/2014

You have spent the better part of the last fifty years collecting stuff. It may be baseball cards, Coca Cola memorabilia, dolls, classic cars, Cybis figurines, coins or it could be post cards and books. What will happen to your …

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Protecting Unmarrieds Shackup Agreement

Posted on 03/02/2014

You and your partner have been living together for years, maybe even decades. You have a committed relationship that may even have been blessed by your church, but for a variety of reasons, you will not be married. It could …

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Roth IRAs

Posted on 03/01/2014

It’s not too late to make IRA contributions for 2013. If you make a qualifying IRA contribution before April 15, 2014, you can elect to report it on your 2013 or 2014 individual income tax return. You can contribute up …

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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.