by charlespenzien | Feb 15, 2026 | Blog, Estate Planning
Creating an estate plan is crucial for ensuring that your wishes are honored and your affairs are managed according to your preferences in case you become unable to make decisions yourself or pass away. Two of the most important documents in an estate plan are the...
by charlespenzien | May 22, 2024 | Blog, Estate Planning, Real Estate
Adding a child’s name to the title of real property can have several potentially catastrophic consequences, including tax implications, loss of control, exposure to the child’s creditors, and complications with estate planning. Below is a detailed look at...
by charlespenzien | May 21, 2024 | Blog, Estate Planning
We often run across people who have attempted to complete an estate plan using forms they find online or with the latest zippy law online website. Unfortunately these unsuspecting folks often get what they paid for — which is not much. Worse yet, the...
by charlespenzien | May 19, 2024 | Blog, Estate Planning
Here is a recent video recorded regarding the use of Lady Bird Deeds in Michigan. These types of deeds are frequently used as part of a comprehensive estate plan. If you are interested in learning more about these types of deeds or if you want to see if this type of...
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...
