Estate Planning When Facing a Nursing Home Transition: Questions for a Michigan Elder Law Attorney

Posted by & filed under Blogs, Uncategorized.

Estate Planning When Facing a Nursing Home Transition: Questions for a Michigan Elder Law Attorney The decision to place a parent in a nursing home rarely comes easily. Apart from the emotional toll, significant financial and legal adjustments are often necessary. While immediate well-being takes priority, it’s vital to safeguard your parent’s assets and long-term… Read more »

Revising Your Estate Plan After an Heir Passes Away: Advice from a Michigan Estate Lawyer

Posted by & filed under Uncategorized.

Revising Your Estate Plan After an Heir Passes Away: Advice from a Michigan Estate Lawyer The loss of a loved one not only brings emotional challenges but also necessitates important revisions in your estate plan. If the individual who passed away was an integral part of your plan, either as a beneficiary or in a… Read more »

I Was Just Appointed Personal Representative for an Estate, What Do I Do Now?

Posted by & filed under Uncategorized.

In a perfect world, being appointed as the personal representative for an estate does not come as a surprise. Our Michigan estate planning lawyers encourage clients to discuss their wishes for their final affairs with the person they appoint as personal representative in their will. However, if an individual did not tell someone he or she… Read more »

Do I Need a Will If I Have a Living Trust?

Posted by & filed under Uncategorized.

Living trusts have several benefits for estate planning. Many estate planning attorneys suggest utilizing this estate planning tool as an important part of a comprehensive estate plan. However, living trusts are not a substitute for a will. Our Michigan estate planning attorneys explain the differences between a living trust and a will in this blog to help… Read more »

3 Types of Joint Ownership

Posted by & filed under Uncategorized.

3 Types of Joint Ownership   In this educational video, we explore the concept of joint ownership and its various forms. Discover the three primary types of joint ownership and understand how they work in different scenarios. Whether you’re considering joint ownership for property, assets, or investments, this video offers valuable insights and guidance to… Read more »

Broaching the Sensitive Topic of Estate Planning: Guidance from a Michigan Will Lawyer

Posted by & filed under Uncategorized.

Broaching the Sensitive Topic of Estate Planning: Guidance from a Michigan Will Lawyer Estate planning is a crucial topic, but it’s often cloaked in sensitivity, especially when older loved ones feel that their finances are private matters. Knowing how to navigate this conversation respectfully and effectively is crucial. Why It Matters Having a will and… Read more »

Michigan Elder Law Attorneys: Financial Strategies for Caring for Aging Loved Ones

Posted by & filed under Uncategorized.

Michigan Elder Law Attorneys: Financial Strategies for Caring for Aging Loved Ones As our family members age, taking care of their financial and medical needs becomes increasingly important. Having conversations about the realities of aging early on can help ease the emotional stress that comes with it – providing a cushion for both you and… Read more »

How Do I Make a Gift From a Castle Trust To Avoid the Five-Year Look-Back Period?

Posted by & filed under Uncategorized.

Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton,… Read more »