This is a great question. Like you, many people make a New Year’s resolution to get their estate planning done, or update old estate planning, but then don’t follow through because they don’t know where to start. I’ll give you two options that will make it easy for you to get started. First, you can download the Estate Planning Organizer from my website (www.MichiganEstatePlans.com), complete it, and we will do an analysis for you at no cost. We offer this same free analysis to anyone who doesn’t have an estate plan, or who has an existing plan that may need updating. Second (and this is why the timing of your question is so good), we have three upcoming workshops focusing on “Wills, Trusts & Nursing Home Asset Protection.” The workshops are being held at the McPherson Mansion in Howell on February 24 (2:30 p.m.) and February 26 (10:00 a.m. and 6:00 p.m.) For details, you can click on “Workshops” on my website, call our office at (517) 548-7400, or email [email protected]. We would be glad to reserve a spot for you at one of the workshops. You will leave understanding Wills, Trusts and asset protection for long-term care, and know exactly how to get started.
Glenn Matecun is a partner with the law firm of Matecun, Thomas & Olson, PLC in Howell. He is an attorney focusing on estate planning, elder law and senior Veterans’ benefits, and answers readers’ questions on legal matters affecting individuals, their families and their businesses. Email questions to [email protected], or if your question is urgent, call (517) 548-7400. Visit us at www.MichiganEstatePlans.com. The information in this column is not intended as legal advice.