Category

Estate Planning

Estate Planning Terms to Know

Estate planning is an incredibly important tool, not just for the wealthy or those thinking about retirement. On the contrary, estate planning is something every...
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Do I Need an Estate Plan?

Absolutely. No matter your circumstances, it is essential that you have an estate plan done to protect your future, your family, your assets, and your...
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What’s Wrong with Using an Online Will?

While an online will might seem like a quick and easy solution to your estate planning problems, they can lead to many issues and costs...
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How to Choose: Will v. Trust

Depending on your situation, assets, stage in life and more, you might need a trust, a will, or both. We can help explain the differences...
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I’m Not Wealthy – Do I Need an Estate Plan?

Yes, an estate plan protects so much more than wealth. Many clients think they do not need a full estate plan, because they are not...
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Top 5 Reasons You Need an Estate Plan Today

We know that estate plans can often get put on the back-burner. Many of our clients come in and let us know they have been...
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Estate Planning: What is a Fiduciary?

A fiduciary is a person that must act in your best interests, within the realm of estate planning. In estate planning, the people that you...
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The Basics: What is an Estate?

Many clients come to us not know what is a part of their estate. We can help you stay on top of the latest news...
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When Should I Have an Estate Plan?

Now is the time to have an estate plan – no matter your age, stage in life, wealth or assets. Many clients think they do...
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Michigan: What Happens to Your Assets When You Don’t Have an Estate Plan?

While many people fail to update their estate plans or even have an estate plan, they often don’t know what this means for their assets....
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