Resources

A settlement protection trust is a valuable tool for long-term financial security, asset protection, and tax advantages.

Revocable living trusts offer tax benefits, probate bypass, incapacity planning, and more in Michigan.

A lawyer to help your estate planning with wills, trusts, and the probate process is invaluble. Discover more benefits in this comprehensive guide.

Many options exist for estate planning attorneys in Michigan. We help you decide on what's right for you.

Estate planning is essential for organizing asset distribution, managing property, and preparing for incapacity. Learn how wills, trusts, and powers of attorney protect your family and assets​.

The Medicaid look-back period is a 60-month timeframe during which asset transfers are reviewed to determine eligibility for benefits. Improper transfers may result in penalties, delaying coverage.

Discover the advantages of early estate planning with a trusted Michigan attorney. Start protecting your assets and loved ones today.

One area people may not consider after divorce is updating their estate plan. Read this blog to learn why it should be a bigger concern.

A retirement trust is an irrevocable trust that holds retirement assets, provides benefits during retirement, and offers tax advantages by managing distributions. Find out if it's right for your needs

Can you work while on SSI? Yes, if you know the rules. Learn how income affects SSI benefits and more strategies to keep social security benefits while working.

Learn to write a powerful Memorandum of Intent for your loved one with special needs. Special needs planning webinar series.

Safeguard SSI, Medicaid upon settlement or inheritance. Learn strategies to preserve benefits and ensure financial security for individuals with disabilities.

Don't miss experts Michele Fuller & Erika Riggs for a Q&A on special needs planning, disability benefits, SSI rules, and safeguarding your financial future.

Discover how special needs trusts protect benefits while providing fiduciary, caregiving, and asset management support. Learn to avoid common pitfalls and plan effectively for loved ones with disabilities.

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.

Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.

Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.