Many Michigan residents, with good reason, seek to avoid the probate of their assets in the event of their death. Individuals with clear estate planning documents and trustworthy successors do not need the time, expense and delay involved in probate proceedings to distribute their wealth. Probate avoidance frequently includes placing business interests into revocable living […]
Transfer on Death Can Simplify Your Life Read More »
Who do we need to call first? Where would he want to be buried? Where did he leave his important documents and valuables? A few months ago, my wife forwarded me a Wall Street Journal article that highlighted some of the unique “personal details” that become important when a loved one dies. The questions above
When a Will and Trust Don’t Tell the Whole Story: Filling in the “Personal Details” Gaps Read More »
I regularly talk to clients who are 60 years old and above about how they plan to pay for skilled nursing care if it becomes unavoidable. At this point, many clients explain to me their creative ideas about avoiding skilled care altogether. But all jokes aside, I then draw them back into a conversation about
Medicaid: Skilled Nursing Home Care vs. Annual Gift Exclusion Read More »
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
