Contact Us: (248) 409-0256
 

October 2021

Home / 2021 / October

As Estate Planning Awareness Week comes to a close, we would like to show how proactively working with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control, and as you age various factors can threaten that ability. However, our planning focuses on this issue and our process can help you remain in control as you transition throughout the various stages of your life.  For those of you who are...

As you prepare for retirement, or if you are already retired, working with estate planning professionals can be incredibly beneficial and can help you avoid potentially costly mistakes.  Professionals can ensure various considerations and protections are in place. Your plan should be personalized to you for it work the most efficiently. This can include having a revocable trust with a tailored definition and determination of disability to you to keep you in control. It can also include ensuring your beneficiaries inherit...

As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For adults who either are just starting their professional career to those who haven’t yet reached retirement, having a plan in place can offer various protections and can help give you peace of mind. For those just starting to build their nest eggs, a plan can still provide crucial elements, even if you think you don’t have “enough” assets to plan for yet. For instance, having...

This year for Estate Planning Awareness Week we are looking at how creating an estate plan that works can be beneficial to you no matter what stage of life you are in. It is a common misconception that you don’t need a plan until you are in retirement, or after, but there are advantages for all ages, including young adults as well. For those of you, or your children, who recently turned eighteen, an entire estate plan may not be necessary,...

October 18th through October 24th is Estate Planning Awareness Week. The aim of this week is to show the importance of estate planning and how it can benefit you. According to the annual caring.com survey[1], younger adults in the 18-34 age range are now more likely than those 35-54 years old to have an estate plan in place.  However, it remains that only 1 out of every 3 individuals have a will or some kind of plan in place offering...

www.keeping control-book.com There are many reasons to read a book; to learn something new, for relaxation, or to be entertained by a good story. In our house, reading has become a family activity with nighttime stories and multiple trips to bookstores to purchase every book in the series. Even requiring me to build more bookshelves! It’s easy to explain why we read books, but what about writing a book? Earlier this year I decided to write a book to help encourage...