7 Common Estate Planning Mistakes:
top of page
Search
Estate planning, when done correctly and with the assistance of an experienced attorney, is a great way to help your family during...
Matt Devitt
Sep 26, 20202 min read
Estate Planning for Blending Families
Second marriages which bring together families are great. They do however bring added challenges & importance to estate planning.
18 views0 comments
Matt Devitt
Sep 10, 20203 min read
What is a Spendthrift Trust? And when should it be part of a Comprehensive Estate Plan?
A spendthrift provision is the surest way to ensure that your wealth stays in place to assist your family members rather than creditors.
45 views0 comments
Matt Devitt
Aug 2, 20202 min read
How Could My Family and I Benefit from a Comprehensive Estate Plan?
Estate planning is one of the most important steps any person can take to make sure that their final property and health wishes are honored.
25 views0 comments
Matt Devitt
Jun 20, 20202 min read
Why Are Powers of Attorney So Important?
Helping to care for someone who is incapacitated brings many challenges and having a well drafted power of attorney will help.
12 views0 comments
Matt Devitt
Jun 14, 20202 min read
The Importance of a Trust Director
Trust directors are an invaluable tool for handling unforeseen problems whether caused by beneficiaries, changes in the law, or market.
737 views0 comments
Matt Devitt
Jun 6, 20202 min read
Trust Administration of Real Estate:
The trustee has the duty to properly manage the property and to distribute the property if a provision to do so is listed in the trust.
27 views0 comments
Matt Devitt
Apr 18, 20203 min read
Estate Planning for Your Grandchildren
Grandparents play an important role in their grandchildren' lives. Estate planning will allow you to pass down your legacy.
44 views0 comments
Matt Devitt
Mar 28, 20204 min read
Estate Planning Tips for Unmarried Couples
According to a recent Pew Research Center study there has been a significant reduction in marriage rates while the number of couples...
52 views0 comments
Matt Devitt
Jan 25, 20203 min read
Estate Planning Fundamentals for Parents with Young Children
Parents should consider creating a comprehensive estate plan to address issues like guardianship and your kids finances should you pass.
25 views0 comments
Matt Devitt
Dec 14, 20193 min read
Effective Ways to Pass Down a Home in Your Estate Plan; Joint Ownership, Trust, or Lady Bird Deed?
There are many assets that need to be planned to avoid probate, today’s article will focus one of the largest assets for most, our hom
42 views0 comments
Matt Devitt
Oct 6, 20191 min read
Certificate of Trust
What do you do then when a 3rd party asks for a full copy of your trust? Tell them no and provide a certificate of trust instead.
24 views0 comments
Matt Devitt
Feb 21, 20192 min read
Physician Order for Scope of Treatment (“POST”) Form? Do I Need One as Part of My Estate Plan?
What is a POST Order? A POST is a standard state-approved form in Michigan that involves a common clinical process designed to facilitate...
18 views0 comments
Matt Devitt
Feb 12, 20193 min read
Your Child is Turning 18 - Now What?
If your child is turning 18, you have probably just went through a pretty stressful few months. Not only were you dealing with your...
25 views0 comments
Matt Devitt
Nov 26, 20184 min read
Components of a Comprehensive Estate Plan
While there is no one size fits all estate plan, there are common components that act as a foundation. These include 1) organization of...
32 views0 comments
bottom of page