You have decided to move in with your partner. 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 be that you are …
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Your Most Important Assets
What are your most important assets? What assets do you want to leave your children or other beneficiaries that they can have and use the rest of their lives? How do you want to be remembered? What will be your …
Essential Estate Planning Documents
Many people think of estate planning as death planning. However, estate planning also includes lifetime planning which would be making sure that you are taken care of in the event you became incapacitated and also that your property is taken …
Leaving A Legacy is Much More
So you want to stay in control of your property while you are alive and well and provide for you and your loved ones in case of your mental disability. Then after you are gone, you want to give what …
EP Docs When You Move
So you have your will, financial power of attorney and health care power of attorney and maybe a trust that was prepared in Michigan and you plan on moving out of state. Or you just moved to Michigan from another …
When Can Mom or Dad Sign Their Will
Mom or Dad is already in the nursing home and has symptoms of dementia from Alzheimer’s. Is it possible for Mom or Dad to still sign their will and powers of attorney? Short answer: Depends. There is a firmly imbedded …
Don’t Forget to Update Your EP
So you have completed and signed your will or trust. You are done and you can put it away until it is needed, right? Wrong. Just because you have completed your estate plan doesn’t mean that you don’t have to …
Do You Need To Update
Many people wonder if they should update their estate plan or if their existing estate plan is adequate to meet their needs. I recommend that people review or have their estate plan reviewed annually, to make sure that it is …
If There Is No Will, There Is A Way
If you are like the majority of people in America, you do not have a signed will. Just because you do not have a signed will, does not mean you do not have a “will”. In the absence of a …
Children’s Accounts May Need to be Probated
In an attempt to do their own mini-estate plan, many people add their children’s or grandchildren’s names to financial assets. These assets could include saving accounts, checking accounts, Christmas club accounts, CDs, life insurance policies, annuities, U.S. Savings Bonds, etc. …