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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.”
“Adult children may anticipate, but are not legally entitled, to an inheritance.”
“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.”
“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.”
“Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and massive real estate portfolio.”
“A trust can be a vital component in an estate plan.”
“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.”
“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.”
“George Harrison and his older sister Louise were close, even though they had a falling out in the 1990s. Before his death, they reconciled, so Louise was surprised when she got the news that she would no longer be receiving anything from his 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.”
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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