» Estate Planning

Gift and Inheritance Taxation

Inheritance Tax in 2021 Inheritance tax is a constant concern I hear from clients. There is so much misinformation regarding what is taxed and what is not. This blog is designed to help clarify some myths regarding gift taxation during lifetime and a… Click here to learn more
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Categories: Estate Planning

COVID-19’s Lesser Known Impact

2020 has been a year of nearly immeasurable change on a global scale. The Covid-19 pandemic has completely altered many peoples’ day-to-day lives. While most of us are settling into this (hopefully) temporary way of living, others have not been so… Click here to learn more
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Categories: Estate Planning, Probate

Duties of an Agent Under a Power of Attorney in Michigan

A power of attorney allows a person, known as the principal, to give authority to an agent to handle some or all of their financial affairs. This could include managing the principal’s assets while they are temporarily unavailable, making all of th… Click here to learn more
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A Patient Advocate’s Responsibilities to a Patient Who Is Under Quarantine in Michigan

Designating someone who can make medical decisions on your behalf if you become incapacitated is an important part of the estate planning process. This is often known as a “medical power of attorney.” Michigan law calls it a “designation of pat… Click here to learn more
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How a Certified Dementia Practitioner Can Help You

Dementia afflicts millions of people in the United States, and tens of millions of people worldwide. With improvements in life expectancy, that number is expected to continue to rise in the coming decades. Meeting the needs of dementia sufferers, inc… Click here to learn more
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What is The Right to Try Act?

It’s never a situation we plan to be in, but have you ever wondered what your options would be if you were diagnosed with a terminal illness? Unfortunately, many people are faced with this reality and up until last year Click here to learn more
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Do I Really Need a Will?

This is a great question that I get asked very frequently in my practice. If you’re asking this yourself, the answer may surprise you. What I tell my clients is this, in order to understand whether you need a will, you need to understand what will… Click here to learn more
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Categories: Estate Planning

Does Your Estate Plan Cover Your Online Data?

Have you ever wondered what happens to your online data after you pass away? Maybe Facebook has reminded you of a passed loved one’s birthday, or you find yourself wondering how to pass down your Google photo albums to your children. Michigan l… Click here to learn more
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Categories: Estate Planning

Is a Ladybird Deed the Answer to Your Estate Planning Property Questions?

Creating an estate plan that takes into account all the life changes you could possibly experience in the next decades is tough — some would say impossible. When you are trying to decide what to do with your home or vacation property, it can raise… Click here to learn more
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Categories: Estate Planning

How Often Should You Review Your Estate Plan?

You’ve taken the time to put your final wishes down on paper. You’ve chosen all your beneficiaries and laid out your end of life choices. You’ve even hired an estate planning attorney to make everything official. Are you done? How o… Click here to learn more
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Categories: Estate Planning

Practice Areas

Navigating the needs and complexities surrounding the older and aging population…
Guardianship, conservatorship, trust administration, and probating an estate.
Planning for an individual or loved one's incapacity or death
Future financial, life management, and medical care for those with disabilities.

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