3 tips for creating effective powers of attorney
Adults in Michigan need to both plan for their eventual deaths and also what they want to happen should they experience some type of medical incapacitation. Powers of attorney are among the specialized documents that the state of Michigan will recognize during someone’s incapacitation. Those who add powers of attorney to their estate planning paperwork will have … Read more
What is a breach of fiduciary duty in estate planning?
While estate planning and thinking about what to do with your assets and estate is not the most pleasant situation, it is nonetheless a necessary one. If you do not make your wishes clear and do not establish parameters for how you want your estate to be handled, others will have no choice but to … Read more
What do Michigan estate planning attorneys do?
Estate planning is an important process for adults in many different situations. People need to name a guardian when they have children and/or better ensure the right person will inherit their business when they die. The paperwork included in an estate plan can communicate somebody’s wishes to the Michigan probate courts and their family members. … Read more
3 Benefits That Trusts Create for Those Planning Their Estates
Trusts require a bit more consideration and planning to add to an estate plan than a simple will. However, those who commit the time and effort necessary to create trusts often reap valuable benefits. Trusts are useful estate planning tools for people in a broad range of personal and financial situations. The exact benefits you … Read more
Common estate planning mistakes people should avoid
Young couples who are building a family together and professionals who are thinking about their security need to put together estate plans. As do retirees, young adults and anyone else who has a vested interest in controlling their legacy instead of handing that power over to the state. Someone’s current family and financial circumstances determine … Read more
Starting the Succession Planning Process for Your Business
What happens to you your business if you become disabled? Voluntarily retire? Have you set up a means of deriving the value of your business for yourself or your family members? If you have not addressed these issues, you need “Succession Planning” and now is the time to get started with it. Whether you leave … Read more
Getting Started With Your Business Succession Plan
As the owner or executive of a successful small or medium-sized business, you have a lot of responsibilities that demand your attention. It is very easy for busy professionals to procrastinate when it comes to planning for long-term needs, and perhaps the most overlooked long-term necessity is creating a succession plan for their role at … Read more
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
Use Estate Planning to Protect Your Health and Finances
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
How Wills and Trusts Differ
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
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.
Contact The Office
Address
Royal Oak, MI 48067
Phone
Socials
Hours
Sun: - CLOSED
Mon - Fri: 9:00 AM to 5:30 PM
Sat: - 9:00 AM to 1:00 PM
Address
401 N. Main Street
Royal Oak, MI 48067
Email Us Today
Map Us