This is often the very first step of our relationship, where I ask you to fill out this Client Information Worksheet.
Thanks to the large federal estate and gift tax exemption (currently $5.49 million for individuals and $10.98 million for married couples), most people do not need estate planning for the purpose of saving
Of course, no one is expecting to die young or while your children are young. But the responsible thing to do, as a parent, is to plan for that possibility no matter how remote it seems. A good estate plan for a young family includes two major features: (1) naming a guardian for your minor children and (2)
A basic estate plan in Michigan includes a Will which deals with your property and allows you to nominate guardians for minor children. It also includes a Living Will and Patient Advocate Designation and a Durable Power of Attorney, both of which allow someone to manage your financial affairs and make
Death is certain but estate planning shouldn’t contemplate just your death. You should plan for the event, however remote, you become incapacitated and unable to make medical or financial decisions.
There are many online DIY legal providers that charge little for estate planning documents, but the problem is that they lure you into a false sense of security. The main problem with these standard forms is due to their one-size-fits-all packaging – the documents are pre-drafted and you have a limited
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My husband and I were terrified at the idea of working on our Estate Planning. Not only is the whole idea no fun at all, but we dislike that kind of paperwork anyway. When we learned that Hayley Rohn had a firm in Estate Planning, we thought that our fears would lessen if we worked with her. We knew Hayley as a generous, gentle and bright neighbor and friend and felt that of all lawyers possible, she would be by far our best choice. We are so happy that we chose her!
It is important to mention that the whole process was handled while we live in different states in the United States. This is something that many could view as an obstacle. In fact, it was not a problem at all.
What was particularly helpful was that Hayley guided us step by step through the entire process. We had many questions that we sent to her via email. Her answers came promptly. She replied in great detail and in a clear language that we could understand. She was extremely patient with us. We also had a video conference together where she took her time to explain to us in detail how to proceed. Hayley was very flexible with the technology and could guide us through this as well.
It was by luck that she could come to town for the final signing of the paperwork. Her preparation for this visit was impeccable. The binder containing all the documents was ready with photocopies for the persons participating in our estate planning. All we had to do was mail them.
Hayley is also well organized and had planned ahead, in case the final signing in her presence was not possible. Therefore, we were prepared for that as well.
Despite the complexity of the subject matter, Hayley is constantly reassuring and professional. In addition when you work with her, you do not feel like you are with a lawyer who is calculating every single minute for billing. That is extremely comforting.
We found Hayley’s work impeccable. If there were a grade to give her, it would be an A+. – Anonymous, Ann Arbor, Michigan
My experience of estate planning with Hayley Rohn PLLC was excellent. Because I’d recently experienced handling an estate after the death of my mother, I knew that I need to get my own in order. Hayley’s process is excellent because she starts with a questionnaire that helps her understand the client’s background and current position. Then she creates a flow chart which essentially illustrates how your estate plan design will operate upon you becoming incapacitated or upon your death. This is very good because it will highlight whether you have touched all the key points or if she has understood your intentions. From there you edit it a bit more and then Haley creates all the necessary documents for review. She has a portal that you can securely review and later download the final documents. She gives specific instructions on how to fund your estate and it was pretty easy to do. I highly recommend her estate planning services and feel much better now that I am set up. I am planning to review my estate plan regularly because I know from my experience with my mother’s plan that hers was out of date and it would have been easier for the Successor Trustee if it had been updated more recently and also if it had been digitized.
– Anonymous, Traverse City, Michigan