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Final Wishes

Posted on 02/20/2011

If you are like most people, you probably have some specific wishes regarding your funeral and the disposition of your remains. You may want to be buried in a coffin with a burial vault in the ground. Or you may …

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Be Careful With Your Contribution

Posted on 12/05/2010

Tis’ the season to be jolly. Tis’ also the season for charities to be seeking your dollars. However, there are a whole lot more charities out there that are asking you for money than to which you could reasonably donate. …

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Financial Planning Under 35

Posted on 01/31/2010

Financial Planning is not just for people nearing retirement. In fact, it is a good idea to begin planning for a comfortable and secure retirement when you are young. That is why Social Security has a new financial planning tool …

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Tools To Help You Decide When to Retire

Posted on 11/15/2009

These days, everyone is taking a new look at their finances, and no one is looking more closely than the millions of baby boomers who are nearing retirement age. While some boomers expected to retire at one of the traditional …

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Leaving A Legacy is Much More

Posted on 05/10/2009

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 …

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EP Docs When You Move

Posted on 04/26/2009

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 …

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Disability and Financial Powers of Attorney

Posted on 08/10/2008

Have you ever thought about what would happen to your real estate, bank accounts, investments and other property (your “stuff”) if you could not take care of them because of incapacity due to an accident, illness or injury? How would …

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Planning for tragedies makes a big difference

Posted on 08/03/2008

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 …

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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.