Estate & Trust Planning

Nobody likes to think about the possibility of not being able to handle your own affairs due to illness or incapacity. However, if the day comes when assistance is needed, you want to make sure that you have the proper documents in place to make it easy for your family members to act on your behalf. We can assist with the preparation of advanced planning documents such as Durable Powers of Attorney, Health Care Surrogates, and Living Wills. We can also prepare a Last Will & Testament that designates how you want your estate to be distributed upon your death. In addition, our firm can prepare trusts that give instruction as to the handling of your financial affairs and avoid the need for the probate of your estate upon your passing.

Please also review:

Explaining Revocable Grantor Trusts

All kinds of trusts are used in estate planning, and planning for incapacity or disability. A common one is the revocable grantor trust, sometimes called a revocable living trust, or just revocable trust. When you create a revocable trust, you are cr… Read More

Michigan Durable Powers of Attorney and Patient Advocate Designations are Alternatives to Guardianship and Conservatorship

Guardianship is a court procedure by which a person is given the responsibility to make decisions about the care of another individual. A guardian is appointed when an individual is unable to make informed decisions independently, and a guardianship… Read More

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Flow Charts:

Qualified Income Trust

Four Ways Assets Transfer At Death

Calculation of Patient Pay

Minimum Monthly Maintenance Allowance Shelter Expenses Considered