810.985.4320

I’m A Trustee – What Do I Do Now?

Posted on 02/15/2015

You may have been named as successor trustee of Mom or Dad’s trust. Do you really know what that entails? Do you know what your obligations are? As a successor trustee, your primary duty is to preserve and protect the …

Read More

Retirement Plan Options

Posted on 02/01/2015

There are lots of different types of retirement plans out there. Among others, there are IRAs, 401(k)s, 403(b)s, 457(b)s, TSAs, and pensions. What are they? What do they do? And how are they taxed? Today, we will discuss the most …

Read More

Retirement and Second Careers

Posted on 02/01/2015

You have retired from your job of 30+ years. However, you are still young and have quite a few years left for working. Working for yourself is something you have always wanted. And you have found the perfect business for …

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.