| "We specialize in educating our clients concerning estate planning and its part in their lives." |
|---|
We use the Family Wealth Enhancement Strategy in order that our clients can achieve their personal and financial objectives, as well as, avoiding estate planning disasters, that can cause unnecessary expense and lost time. Revocable Living Trust Agreement and Portfolio This is the main document of the estate protection plan. When the Trust and all the ancillary documents are properly signed, dated, notarized and funded, the estate will be protected from Probate, Conservatorship, and there will be minimization or even elimination of the Federal Estate Tax. All assets owned by the trust will be protected to the maximum extent allowable by law. Affidavit of Trust This document verifies the existence of the trust. The identity of who is in charge and acts to protect the privacy of your planning. For most business reasons this will be the only document needed. Certificate of Trust Existence A simple statement of the existence of the trust and identification of the current trustees. Trust Instructions This is a summary of the trust. It gives relevant informal in-summary form about rights and responsibilities of the parties evolved Durable Special Powers of Attorney for Funding This is a power of attorney used to fund the trust. It enables the spouse and other agents to put assets in the trust. Limited Miscellaneous Power of Attorney This is a separate power of attorney that enables the agents, in the event of mental disability, to make business decisions for an incapacitated person. Pour Over Wills One separate Pour-Over Will for the husband and another for the wife. The main purpose of the Pour-Over Will is to act as a "safety net" for any assets that might inadvertently be left out of the trust. Estate Tax Protection Provisions Appropriate language to assure maximized use of unified credits and the unlimited marital deduction. Health Care Powers of Attorney The Health Care Powers of Attorney names an agent to make any necessary health care decisions for a spouse in the event that the spouse is incapacitated and not able to make them, including life support decisions Anatomical Gift Forms Directions for organ and tissue donation if desired Memorial Instructions Instructions as to funeral and memorial wishes |
2850 South Milford Road - Highland, Michigan 48357
Phone (248) 685-8743 Fax (248) 685-7785
info@estatecounsellor.com
Home | Compass | Process | Clients
Appointment | About Us | Map
Copyright © 2000-2008 J. Michael Hickox - Counsellor at Law
Site Design & Hosting by: Michigan Web Services