Resources

This is often the very first step of our relationship, where I ask you to fill out this Client Information Worksheet.

Read More “Client Information Worksheet”

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

Read More “Why Do I Need An Estate Plan?”

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)

Read More “Minor Children”

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

Read More “What is probate? Do I need a Trust?”

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.

Read More “Planning for Incapacity”