Estate Planning Michigan Fundamentals - PowerPoint PPT Presentation

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Estate Planning Michigan Fundamentals

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Developing a plan for the management of your assets & affairs during your lifetime. Including business interests, investments, retirement benefits, insurance, personal property, and real property. – PowerPoint PPT presentation

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Title: Estate Planning Michigan Fundamentals


1
Estate Planning Michigan
Fundamentals Explained
rochsterlawcenter.com
2
Estate Planning Michigan
www.rochesterlawcenter.com
248-613-0007
543 N. Main St, Ste 222 Rochester, MI 48307
rochesterlawcenter.com
3
About Estate Planning
  • Developing a plan for the management of your
    assets affairs during your lifetime.
  • Including business interests, investments,
    retirement benefits, insurance, personal
    property, and real property.

rochesterlawcenter.com
4
What Should I Be Careful About?
  • provision for Special needs beneficiaries,
    immatures, and minors
  • Avoiding Lifetime and Death Probate .
  • Protecting assets from long term care costs.
  • Minimizing taxation of your assets .

rochesterlawcenter.com
5
What Options Are Available To You?
  • No planning or do nothing
  • Will based planning
  • Trust-Based Planning
  • Power of Attorney
  • Joint Property Beneficiary Designations

rochesterlawcenter.com
6
No Estate Planning
  • Fail or ignore to do estate planning.
  • Will not have the right to say anything on
  • What will happen to your assets.
  • Your minor children.
  • To yourself when you die or,
  • If you become incapacitated

rochesterlawcenter.com
7
What Is Trust Based Planning?
  • It is a document that empowers you to
  • Direct who will manage your financial affairs in
    case
  • Decide to whom and when your property will be
    distributed.
  • It helps to avoid Lifetime Probate
  • Death probate

rochesterlawcenter.com
8
Power Of Attorney
  • All estate planning Michigan should also include
  • A Financial Power of Attorney
  • A Medical Power of Attorney
  • A HIPAA Authorization

rochesterlawcenter.com
9
Next Steps
rochesterlawcenter.com
10
SCHEDULE YOUR FREE Consultation CALL US AT
248-613-0007 TODAY!
  • Free Consultations
  • No Need To Travel
  • Do Everything Remotely
  • No Hidden Fees
  • Streamlined Processes
  • Fast, Easy, Stress Free

We offer Phone and Web consultations, in addition
to traditional in-office consultations.  Let our
staff know that you prefer to meet with one of
our attorneys in the comfort of your own home via
Phone or Web conference and we will get you
scheduled based on your preference. 
rochesterlawcenter.com
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