Estate Planning

March 3, 2022
March 3, 2022
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More People Report Feeling Concern Over Planning for The Future

Do you have a plan for your future? How will you pay for retirement? What will your retirement look like? And do you have funds or […]
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February 25, 2022
February 25, 2022
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Study Highlights 5 Biggest Financial Concerns of Americans Post Pandemic

A recent research study dove into what is most important and at the top of the priority list for Americans following two years of the pandemic. […]
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February 14, 2022
February 14, 2022
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What You Should Know About Michigan Intestate Succession

If you pass away without a will, Michigan’s laws determine who receives your property based on established guidelines for intestate succession. Remember that many valuable assets […]
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January 19, 2022
January 19, 2022
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Why Is an Estate Planning Attorney a Good Choice?

If you have a basic idea of what you hope to accomplish with your estate planning documents, you might be tempted to create these documents on […]
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January 12, 2022
January 12, 2022
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How Is Your Financial Plan Different from An Estate Plan?

As an adult, you need both a financial plan and an estate plan to help cover all of the different perspectives of your holistic life. Getting […]
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December 15, 2021
December 15, 2021
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What Does It Mean to Say That a Trustee Must Follow Trust Terms?

Are you creating a trust in Michigan for managing your assets? If so, you need to spend some careful time thinking about the role of trustee. […]
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November 26, 2021
November 26, 2021
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What Is an Advanced Directive?

When you’re communicating with an estate planning lawyer, he or she might recommend several different strategies and documents to you. Not every estate planning strategy out […]
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November 9, 2021
November 9, 2021
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What Are the Circumstances That Allow for Trustee Removal in Michigan?

When a trustee is installed in that role, they have plenty of responsibilities. It’s up to them to carry out this role with a high level […]
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October 25, 2021
October 25, 2021
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How Should I Incorporate Tax Deferred Assets into My Gifting Plan?

In Michigan, you have many things to think about when you first approach your estate plan. You want a plan that will help you enter retirement […]
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Event ID: 1751