Archive

Have you thought about your assets and legacy and how these play into your estate planning? With the right resources and advice from experienced professionals, estate planning can be a […]

Clients come to us intent upon establishing an estate plan for a variety of reasons. One of the most common refrains we hear from clients is that they are motivated […]

Have you had conversations with your loved ones and your estate planning professionals about the need for a “long-term care” plan? A long-term care plan incorporates your specific intentions and […]

A Living Trust can serve to accomplish many goals. Some individuals establish Trusts to ensure their loved ones avoid probate, while others have certain strategic tax planning goals that they’d […]

A Trust is a very powerful tool used to maintain control of your assets during your lifetime and throughout incapacity or even death. One of the main reasons many families […]

It is important to thoroughly read through any power of attorney that you have created to name someone to act as your agent or that has named you as someone […]

You’ve established your Will and Trust in Michigan, and now you and your family have decided to move to another state. Are these documents valid in your new state? Or […]

Most who are familiar with Medicaid planning have a similar story. One that speaks of family members and loved ones spending all their money on nursing home and medical costs […]

You can appoint an individual to make decisions on your behalf and name this person under your power of attorney. You can make this be a family member or a […]

For anyone that has discussed the five-year lookback regarding Medicaid has heard many stories about what this means. Typically, there are pieces of truth and misinformation within those stories. So, […]