by richard | Aug 7, 2023 | Blog, Estate Planning
By Charles Penzien Estate planning typically involves the input of several professionals, including a financial advisor, attorney, and accountant. A financial advisor can help you identify your financial goals and devise a plan to meet them, while an attorney can help...
by richard | Aug 7, 2023 | Blog, Estate Planning
By Charles Penzien Many insurance agents advertise that they offer estate planning as one of the many services they provide for their clients. Others sometimes offer retirement planning as part of their services. Although an insurance agent can provide advice and...
by richard | Aug 7, 2023 | Blog, Estate Planning, Real Estate
By Charles Penzien A Lady Bird Deed, also known as an Enhanced Life Estate Deed, is a type of deed used in Michigan (and some other states) to transfer real property to one or more recipients while retaining certain rights to use and possess the property during the...
by richard | Aug 7, 2023 | Blog, Estate Planning
By Charles Penzien A power of attorney in Michigan is a legal document that allows someone (the “principal”) to appoint another person (the “agent” or “attorney-in-fact”) to act on their behalf in financial, legal, or other personal...
by richard | Aug 7, 2023 | Blog, Estate Planning
By Charles Penzien Lawyers frequently see clients who have made estate planning mistakes. Estate planning can be a complex process, and it is not uncommon for individuals to make mistakes when creating or updating their estate plan. An attorney can help correct these...
by richard | Aug 7, 2023 | Blog, Estate Planning, Real Estate
By Charles Penzien We often have clients ask about whether or not it is a good idea to hold real estate with their children. People sometimes believe that placing their children’s names on their homes or other real estate can take the place of more established estate...
