FREQUENTLY ASKED QUESTIONS
Your Questions, Answered
Everything you wanted to know about estate planning — without the legal jargon.
General Estate Planning
Estate planning is the process of organizing your affairs so your wishes are carried out — for your assets, your healthcare, and your loved ones — during your lifetime and after.
Wills & Trusts
A will goes through probate — a public court process that takes time and costs money. A trust stays private and transfers directly to your loved ones without court involvement.
Powers of Attorney & Healthcare
A power of attorney is a legal document that authorizes someone you trust to make financial and legal decisions on your behalf if you become unable to do so.
Michigan Law
Michigan does not have a state estate tax. However, federal estate tax may apply to very large estates. For most Michigan families, planning for probate avoidance, asset protection, and family harmony is the bigger priority.
Pet Trusts
A pet trust is a legally enforceable document that sets aside funds and instructions for the care of your pet if you die or become incapacitated. Unlike leaving money to a caretaker informally, a pet trust legally obligates the trustee to use those funds for your pet's care.
Business & LLC
An LLC separates your personal assets from your business liabilities. If your business is sued or incurs debt, your personal savings, home, and other assets are generally protected.
Probate Administration
Probate is the court-supervised process of administering a deceased person's estate — validating the will, paying debts, and distributing assets to heirs. It is public record and typically costs 3–5% of the estate's value.
Our Process
Book a Quick Connect call through our online calendar. We'll talk about your situation and figure out the best next steps together.
