You had been meaning to get your estate plan done for years. You finally get up the nerve to call your lawyer’s office to have it drawn up. You walked out of the office with an estate plan in which …
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I’m A Trustee What Do I Do Now
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 …
Your Pet’s Life Without You
You have a pet. Fifi your French poodle or Puff your cat has become part of your family. You couldn’t imagine what it would be like not having your pet. But, have you ever thought about what Fifi or Puff’s …
Newlyweds Need Planning Too
You are about to get married or have just been married. Would you like your fiancé or new spouse to be able to make decisions for you if you became mentally incapacitated as a result of an accident or injury? …
Do It Yourself Plans & Bad Advice Can Wreak Havoc
If you are like 70% of Americans, you have no formal estate plan. However, you may have attempted to do your own estate planning with joint ownership, beneficiary designations or quit claim deeds after receiving free advice from others. Although …
Do You Need To Update EP
You may have a will, financial and health care powers of attorney and also maybe a trust. You may be wondering how often your estate planning documents should be updated. Or you may question whether your existing estate planning documents …
Planning for Unexpected Events
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. …
Making a Graceful Exit
When we come in to this world, we come in with nothing, not even clothes on our backs. However, when we leave this world, we usually have a lot more stuff. If you are like 70% of Americans, you have …
Estate Planning for Out of State
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 …
Taking Care of Fido
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, …