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“Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.”
“The Social Security system of retirement benefits, begun in 1935, are a crucial underpinning of life for American retirees. For most people over 65, it’s undoubtedly hard to imagine life without this retirement benefit.”
“It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.”
“There are two documents everyone needs in their estate plan: The Durable Power of Attorney (DPOA) and a Health Surrogacy or Advanced Health Directive.”
The main takeaway of this article is a selfless one. Yes, you are deciding how you want your assets to be distributed upon your death. However, estate planning helps your family, friends, and people who you care about with instructions about what is to happen with your assets after you die.
“A majority of adults are in favor of policies subsidizing some long-term healthcare costs, with support coming from both Democrats and Republicans.”
“Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?”
“Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.”
“Besides the third round of stimulus payments, multiple expanded tax credits for parents are perhaps the most widely known provisions of the COVID-19 relief bill that President Joe Biden signed into law on March 11. But the expansive legislation, formally known as the American Rescue Plan Act of 2021, contains provisions that affect Americans of all ages, even retirees.”
“As we age, our bodies wear down. Here is how to cut costs associated with some common ailments.”
No matter where you are in life’s journey, we are here.
Whether you need to create an estate plan, protect minor children, need help with long-term care, or you own a business, our caring team can help.
We have 3 convenient locations throughout Mid-Michigan and are ready to serve you.
Take your first step by contacting us today.
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We want our clients to experience peace through planning.
We can help with Estate Planning, Elder Law, Probate & Estate Administration, Planning for Minors, Business Planning, Veteran’s Benefits, and Special Needs Planning.
Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
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