810.985.4320

Is Equal Fair

Posted on 08/31/2014

You have worked hard over your entire lifetime and have accumulated a lot of stuff, including your home, stocks, bonds, mutual funds and other investments. You have been thinking about what will happen to it all when you are gone. …

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Protecting Your Baby

Posted on 08/24/2014

If something happened to you and you were unable to care for your minor children, what would take place? If you became incapacitated or died, who would take care of the kids, where would they live and who would make …

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To Fund or Not to Fund, That is the Question

Posted on 08/17/2014

I have received many questions regarding trust funding. One of the most common questions that I receive is “What is trust funding?” Well, trust funding is the proper naming of your trust or individuals as owners or beneficiaries of your …

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Who Should You Trust

Posted on 08/10/2014

This past week has been a busy one for attorneys from the State Bar of Michigan Elder Law and Disability Rights Section and the Probate and Estate Planning Section. Last Wednesday, 182 attorneys gave presentations to seniors and their loved …

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Beneficiary Designations Unwise

Posted on 08/03/2014

You go to your bank, credit union or broker to open up a new account. You are encouraged to name beneficiaries or joint owners because if something happens to you (i.e. you die), the account “will avoid probate”. You are …

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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.