by Christopher Juillet | Jul 11, 2020 | Uncategorized
A proper estate plan must include at least these five documents. Will—A will explains how you want your property to be distributed at the time of your passing and who should handle that distribution. In Michigan (and other states), a will must be filed with the local...
by Christopher Juillet | Jul 6, 2020 | Uncategorized
Six Steps to Helping You Protect Your Family’s Financial Future: Your Estate Planning Checklist One of the most common questions I get from prospective estate planning clients is this: “Do you have a checklist?” I tell them I do. Here it is. Step 1—Meet with an...
