Andrew Byers, Michigan Elder Law Attorney

Estate & Longevity Planning, Veteran's Benefits, Medicaid Planning and Qualification
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Common estate blunders include:
  • Failure to plan to maintain control over your affairs in the event of incapacity.

  • Failure to plan for minor children, including naming back-up parents.

  • Failure to take advantage of available estate tax exemptions.

  • Failure to protect and preserve an inheritance through Personal Asset Trusts.

  • Failure to plan for real estate located outside Michigan.

  • Failure to protect qualified retirement plans from unnecessary taxation.

  • Failure to understand that a will requires probate administration of assets passing by the will.

  • Unnecessarily exposing assets to loss to bankruptcy, divorce, and/or lawsuits by improperly use of joint tenancy.

  • Failure to update estate plans as laws and life circumstances change.