Results matching “quicken” from Michigan Estate Planning Lawyer Blog

October 28, 2009

Myths about Wills, Trusts and Estate Planning and What You Should Do

There are quite a few myths regarding Trusts, Wills and Estate Planning. A recent USA Today article address some of these myths. The article interviewed two colleagues from WealthCounsel, which is a national association of estate planning attorneys. The myths...

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September 30, 2009

New Power of Attorney Law Just Muddied The Water

As a Michigan estate planning attorney, I won't have to deal with this much, but New York has just passed a new law that made their rules regarding powers of attorney much more complicated. Trust and Estates has an interesting...

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July 28, 2009

The "Sneaky-Important" Estate Planning Document is the...

Financial Durable Power of Attorney. Many people focus their time and need only on the last will and testament (or living trust) or medical directive. How do I know? Because 9 times out of 10 when a potential client contacts...

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June 17, 2009

Heirs Sue Over Use of Will-Making Software | More Do-It-Yourself Estate Planning Gone Wrong

I stumbled upon an old story about how the heirs sued because of the use of do-it-yourself estate planning software.  In this case the software was Quicken Willmaker or Quicken Family Lawyer, but it could be Legalzoom, or Suze Orman's...

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June 4, 2009

Estate Planning, It's Personal

I was reading an article and Trusts & Estates that talked about how personal estate planning is.  As a Michigan estate planning attorney, I couldn't agree more.  The best estate planning is tailored to the personal details of client and...

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May 11, 2009

Probate Litigator Loves Do It Yourself Will Kits

Probate litigator, Roy Newman, has a new blog post commenting on how the do it yourself will kits, such as legalzoom.com, Suze Orman Trust Kit, or Quicken Willmaker are a probate litigator's dream because of all the inherit flaws involved.You...

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May 8, 2009

Michigan Seniors | AG Mike Cox has done a disservice to Michigan Seniors

AG Mike Cox has done a disservice to Michigan seniors.  His office has created a website entitled "Senior Brigade" where they try to consolidate information seniors may find helpful.  Unfortunately, one of the areas on the website has free legal...

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April 19, 2009

Michigan Estate Planning Tools of The Trade

In Michigan estate planning, there are certain tools we use to help our clients achieve their Michigan estate planning goals.  Keep in mind though, estate planning is not just about the documents or tools, it is about how you use...

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April 8, 2009

Do it Yourself Estate Planning Gone Wrong

As a Michigan estate planning attorney, I participate in various discussion groups with other estate planning lawyers.  Another lawyer had potential client come in for an initial meeting.  The potential client brought in their old "estate plan".  What the potential...

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April 3, 2009

Legalzoom Estate Plan vs. Estate Planning Lawyer

Being a Michigan Estate planning attorney, I keep meaning to actually sit down and go through all the do-it-yourself estate planning software and kits out there,  including Legalzoom, Suze Orman Trust Kits, and Quicken Willmaker. I have seen the finished...

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March 25, 2009

Legalzoom, Suze Orman Trusts, etc vs. Attorney Services

As a Michigan estate planning lawyer, I am not worried about the effect of the Legalzoom, Suze Orman Trust-in-a-box, or Quicken Willmakers of the world.  What I do worry about is the effect of those products on the general public. ...

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January 27, 2009

Estate Planning Gone Wrong | Part 4

In Estate Planning Gone Wrong Part 1, I discussed the mistake of people trying to do their estate plan on their own without the aid of a Michigan estate planning lawyer.  In Estate Planning Gone Wrong Part 2 I discussed...

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December 30, 2008

Estate Planning Gone Wrong | Part 1

As Michigan estate planning lawyers, our clients appreciate the work we put in to make sure their estate plans are properly set up and work the way our clients want and expect.  Unfortunately, we also review estate plans and handle...

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December 20, 2008

Family Matters in Estate Planning | Choosing A Guardian For Your Children

As a Michigan estate planning lawyer, one of the most important decisions I walk my clients through during the estate planning process is who to choose for guardians of their minor children.  This is a key decision if the children...

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November 4, 2008

Quicken Will Maker Software

David Goldman, a Jacksonville estate planning attorney, and the author of the Florida Estate Planning Lawyer Blog, wrote a great article on his thoughts regarding Quicken Software to prepare your estate plan titled Using Quicken to prepare a trust: The...

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November 3, 2008

Should My House Go into My Trust in Michigan?

A common question clients have is whether they should put their house into their revocable living trust in Michigan. Like most questions, my answer is "it depends." This is where estate planning becomes more than just preparing documents or using...

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