Category: Will

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.”

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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.”

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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.”

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How to Defend a Will Contest

“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.”

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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.”

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How Did Olivia Newton-John Plan Her Estate?

“Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.”

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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.

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