The Real Cost To Your Family: Not Planning For Incapacity

4 June 2019

 

 The Real Cost To Your Family: Not Planning For Incapacity

 

When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. And these people aren’t wrong.

 

Indeed, putting strategies in place to protect and pass on your wealth and other assets is a fundamental part of the planning equation. However, providing for the proper distribution of your assets upon your death is just one part of the process.

LIFT Presentation

13 May 2019

Entrepreneurs --

Do You Have Holes in the Foundation of Your Business?

 

When you started your business, did you begin with the end in mind?  Did you lay a solid foundation for that business to grow on?

 

Did you build your buisness like you mean it?

5 Common Estate Planning Mistakes and How to Avoid Them

30 April 2019

5 Common Estate Planning Mistakes and How to Avoid Them

 

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face or plan for reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.

 

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

2 April 2019

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

 

Imagine this… You are an elderly grandparent who lives alone.

You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun.

 

Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral

14 March 2019

Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral

 

With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should include enough money to cover this final expense. Yet it isn’t enough to simply set aside money in your will.

 

3 Deadly Sins of Retirement Planning

18 February 2019

3 Deadly Sins of Retirement Planning

 

Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn an income.

Please Join us for our February Estate Planning Presentation

6 February 2019

“Your Family Could Be Stuck With a Huge Financial Nightmare at Your Death if You Don’t Attend this Free Seminar!”

(Having a Will or Trust is NOT enough. Read this letter and discover why…)

 

On Tuesday, February 26, at 6:30 PM, we will be presenting at our Fenton location at 1542 N. Leroy, Suite 2A, Fenton, MI, so you can come on down and get the peace of mind you need to know that the people you love most will have an easy time with things at your death.

 

Pet Trusts Offer Protection for Your Furry Family

5 February 2019

Pet Trusts Offer Protection for Your Furry Family

If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of the family. And since your furry friends can provide protection, emotional support, and unconditional love, such consideration is often well deserved.

In stark contrast, the law considers your pet nothing more than personal property. That means that without plans in place, your pet will be treated just like your couch or vacuum in the event of your death or incapacity.

 

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