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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.”
“Some people choose, upon their passing, to give their inheritance to a specific charity or organization. The great news is you don’t need a famous surname to give like a philanthropist.”
“I’m looking for guidance on where to start with planning in case something happens to me or my husband.”
“Singer Aaron Carter’s £446,000 property will be left to his one-year-old son Prince following the musician’s tragic death last month.”
“Adult children may anticipate, but are not legally entitled, to an inheritance.”
“A decade after his death, the $40 million estate of Holocaust survivor and Staten Island developer Roman Blum has yet to be resolved — and the vast fortune is shrinking as his would-be heirs battle for their piece of the pie.”
“After the 2022 midterms, the estate of late songwriter Tom Petty tweeted a statement that condemned the use of Petty’s 1989 hit “I Won’t Back Down” in one failed gubernatorial campaign.”
“The news is full of stories about the famous who didn’t bother to make a will to dispose of their substantial fortunes. Although many others did make a plan, various issues with their testamentary documents have led to costly and protracted litigation.”
“Estate planning helps you avoid many unfortunate situations. While it can take some time and money upfront, you can avoid many worse problems later on.”
“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.”
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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