So, you've created your trust, established a pour over will, and named your trustees. After all that time, effort and cost, surely you're all set, right? Not quite.
Did you know? Without a will or trust that designates a legal guardian, the care of your children would first be decided by the court. And while they make those decisions (which could be lengthy if family members disagree), your children would be put into protective custody — that means foster care. Learn more about how to best avoid this situation and ensure your children are placed with your preferred guardian as quickly as possible.
In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection.
Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!
Don’t make the same mistake so many celebrities, like Prince, have made Whether your estate is worth $40,000 or $400 million, the effects of poor estate planning are undeniable. Between estate taxes at the state and federal levels, more...
Find out how to protect your business and provide a lasting legacy.
Read Michael’s article, “Three Critical Ways to Protect the Future of Your Business,” in the Daily Herald Business Ledger, as he discusses three key areas and how to plan for any issues before they arise.
Waking Up & Giving Thanks As I was on the plane to a wonderful conference hosted by the Purposeful Planning Institute, I was thinking about spending time in beautiful Colorado — collaborating with new and long-term friends alike (at my age, you learn...
Being Present. Being Connected. Being Yourself. I was recently honored to be invited to the wedding reception for my friends, Tracy and Tim, and throughout the evening I just observed the festivities as they unfolded. We were in a...
Watch Michael’s Speech on Transformation
This powerful journey of self discovery has helped Michael live a more purposeful life and has provided opportunities to not only reconnect with himself, but also reconnect with family and friends.
Want to live more purposefully in all areas of your life?
Check out Michael’s new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell a Purposeful Practice, available now on Amazon, CreateSpace and Kindle! Learn more about Michael’s professional journey of transformation and how you can apply it to your business practices too!
Connect with Michael
View Michael’s full bio for details about his background and business. For more info about Michael’s journey, or to schedule him to speak with your group, contact us today!