Category: Inheritance

We keep you updated with news that affects you and your loved ones.

Can Executor Take the Money and Run?

“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.”

Read More »

How to Help Create an Estate Plan

“The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone.”

Read More »

Who Will Get a $40 Million Estate in New York?

“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.”

Read More »

Exactly Why Do I Need a Will?

“If you die without a will, you die ‘intestate’ and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.”

Read More »

What Do I Need to Do When a Loved One Dies?

“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.”

Read More »

What is a Life Estate?

“Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.”

Read More »

Subscribe to our newsletter

Now is the time.

Protect yourself and those you love.

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.

Skip to content