Estate Planning

Why is Medicaid planning important for older Michigan residents?

When you think about your retirement and plan for your golden years, you likely envision yourself being healthy and active until your very last days. While that may be an admirable wish, it is far from the reality experienced by many aging adults in Michigan and across the United States. You may eventually require the … Read more

Protect Your Health and Wealth With Your Estate Plan

As you age and your family grows, the importance of your estate plan cannot be overstated. Your estate plan is about more than just passing on assets. It is also about making sure that you have the protections you need to ensure the resolution of your personal affairs, qualify for Medicaid, and to be sure … Read more

Key Differences Between Wills and Trusts

It can be challenging to understand what documents and legal instruments to include when creating your estate plan. Do you need a will, a trust, powers of attorney – or more? Learning some key similarities and differences between wills and trusts is a good starting point. Wills and trusts can be used together or separately, but … Read more

What Is an Estate Plan?

When most people think of estate planning, they think of Wills. While a Last Will and Testament is an important part of an estate plan, it is only one document, which does not provide an individual or family with all of the tools necessary to adequately protect their family’s future. An estate plan is a … Read more

Why do parents need a will?

As a parent, you want what is best for your children no matter what. You work hard to provide them with a comfortable, nurturing home and spend as much time with them as possible to give them love, support, and guidance. But what if you and your spouse are suddenly not around anymore to raise … Read more

After Having A Kid Do I Need To Update My Will?

While it may not be a priority when you are young and single, having a will becomes a necessity as you grow older. Furthermore, there are a number of reasons why you would update your will. For instance, if you get married, if your net worth and investments change, if a beneficiary needs to be … Read more

Why Having A Will Saves You Time And Money By Avoiding Probate Court

A legal document which outlines the manner through which your property will be devolved in the event of your demise is referred to as a will. By having a valid will, you ensure that your property ends up where you want it to be. Therefore, it is important that you make a will if you … Read more

What Purpose Does A Will Serve?

What is a Will and what is it for? It’s surprising to know that many people don’t know what a will is, and how it works. But there’s also a general knowledge of the will’s importance: everyone understands that they should have a will. So what is it, and what is it for? The primary … Read more

Who Needs A Will?

Who Needs a Will? A will—more specifically, a last will and testament—is a legal document that outlines your wishes regarding the distribution of your assets and properties. It is also used to enforce your decisions regarding important considerations, like the legal care of your minor children. It’s something many people don’t think about for two … Read more

5 Common Estate Planning Pitfalls You Want To Avoid

What are the top 5 estate planning mistakes that people make? Estate planning is serious business. Mistakes in your will can lead to major headaches in the future, especially for your loved ones and beneficiaries. Still, you’ll be surprised by how common these mistakes actually are. Don’t Cut Out People From Inheritances There have been … Read more

Let’s Talk AboutYour Financial Future. Call For A Consultation.

For trusted help in matters of bankruptcy, estates, business, taxation or real estate, we encourage you to contact us for a no-obligation consultation. During our first meeting at our Royal Oak office, over the phone or via videoconference, you will be introduced to your main point of contact who will work closely with you throughout your case. We will take the time to listen to your story, answer your questions and develop a plan for success. No judgment, just advice geared toward your financial goals backed by decades of experience.

Please call 248-927-2755 or send us an email to learn more or to schedule an appointment. We look forward to serving you.