8040 Ortonville Road
Estate planning is simple. It means determining where your assets should go after you pass. Without a properly structured estate plan, your wishes may not be fulfilled in the manner you expected, and your loved ones could be hurt both emotionally and financially.
While the concept is simple, the vehicles, the plan, and the implementation process can be complex. It is important to work with experienced estate planning professionals who are well-versed in the latest laws and terms and advise clients on a day-to-day basis. Changes to estate laws, complex Medicaid and Probate laws, and emerging financial vehicles need to be carefully considered.
We believe it is critical to have a team working together to create an estate strategy, draft the legal documents needed, and help you adequately fund your estate. One way to do this is creating and funding a trust by simply re-registering or re-titling your assets. You can also change the beneficiary to reflect your desires in distributing your assets according to current laws and financial guidelines and procedures. Your advisors must be well versed and experienced in following the current IRS codes, Probate laws, Medicaid rules and have a clear understanding of how to utilize each financial company's regulations to affect the desired outcome for you and your family.