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Protecting Inheritances

Posted on 05/28/2017

Many people use joint ownership and beneficiary designations as their own do-it-yourself estate plan. Sometimes it works, if all the stars line up. Unfortunately for many families, the stars do not line up. We see time and time again situations …

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Keeping the Family Cottage in the Family

Posted on 05/14/2017

You own the family cottage, farm or waterfront property that you and your loved ones have enjoyed for years. You want your loved ones to continue to enjoy the property after you are gone. Is there something that you can …

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Preventing Uncapping Property Taxes

Posted on 05/01/2017

Property tax assessments seem to be going up and up. Local tax assessors are on the lookout for opportunities to “uncap” property assessments, which increase the property taxes on your real estate. Since Michigan adopted Proposal A in 1994, the …

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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.