Resources
Client Information Worksheet
This is often the very first step of our relationship, where I ask you to fill out this Client Information Worksheet.
Why Do I Need An Estate Plan?
Thanks to the large federal estate and gift tax exemption (currently, in 2019, $11.4 million for individuals and $22.8 million for married couples), most people do not need estate planning for the purpose of saving
Minor Children
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)
What is probate? Do I need a Trust?
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
Planning for Incapacity
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.
Recent Blog Posts
The Benefit of Flowcharts
Going through all of your estate planning documents page-by-page can be overwhelming (and exhausting). Believe me, there’s a reason why estate planning attorneys include all of these provisions and pages. But to make it easier for you in the decision-making…
What Documents are part of a Comprehensive Estate Plan?
Everyone has their own unique estate plan spelled out in the details, but generally, I draft the following documents for my Michigan clients as part of a comprehensive estate plan: Last Will and Testament Revocable Living Trust Certificate of Trust…
Back-to-School: A good time for Estate Planning
Summer is winding down and tomorrow my kids return to school! It reminded me that now is really a wonderful time for all busy parents to tackle their estate planning goals before the end of the year. Whether your children…
Powers of Attorney FAQs
What is a Power of Attorney? By using a power of attorney, you ( the “principal”) appoint an agent to act for yourself to handle your affairs. Specifically, a health care power of attorney allows an agent to act on…
Is it time to update your Estate Plan?
For many of us, designing an estate plan seems like something you’d rather do only once and be done with forever. However, it’s critical to review your estate plan every few years or after major life changes. When starting a…
Thanksgiving is a Good Time to Start the Estate Planning Conversation
Thanksgiving is often the only opportunity in the whole year when all of your family members get together. While it’s a time to relax and spend quality time together (for some of us, at least, since I realize Thanksgiving is…