Probate litigation, conservatorship, guardianship

4 Ways Wise Planning Can Protect Your Family’s Assets

13 August 2019

4 Ways Wise Planning Can Protect Your Family’s Assets

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But for a family with a modest income, home, and savings, it could be catastrophic.

How to Protect Your Real Estate Assets

1 August 2019

How to Protect Your Real Estate Assets

If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss.  But have you taken the necessary steps to protect your assets against lawsuits or probate?

If you own rental properties, there is likely a nagging fear in the back of your mind about being sued by one of your tenants.  And if there isn’t, there probably should be.  It’s a major risk.

4 Critical Estate Planning Tasks to Complete Before Going on Vacation

26 July 2019

 

 4 Critical Estate Planning Tasks to Complete Before Going on Vacation

 

Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially in foreign destinations, means you’ll likely be at greater risk than usual for illness, injury, and even death.

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.

 

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.

 

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