Category: Trust

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 »

The Basics of Estate Planning

“Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.”

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