The Plan Firm

03/21/2025

When someone dies without a will, their estate may be subject to Michigan’s “intestate succession” laws.

When someone dies without a will, their estate may be subject to Michigan’s “intestate succession” laws – which leaves the major decisions up to probate court.

02/24/2025

An estate plan can be customized to meet the specific needs of blended families. But there are also potential pitfalls.

An estate plan is dynamic and can be customized for blended families who have children from multiple relationships. But there are also potential pitfalls.

01/30/2025

The SECURE Act 2.0 introduced major changes to retirement saving and distribution rules, which can also affect your estate planning. Don’t have a plan yet? It’s easy to get started. https://www.theplanfirm.com/estate-planning

12/26/2024

Estate planning may not be as popular as other New Year’s resolutions, but it can have a longer-lasting impact on you and your family. Not sure where to start? Check out this roundup of our most popular resources.

Interested in adding estate planning to your list of New Year’s resolutions? Use this roundup of popular blog resources to get started.

12/06/2024

Do you own a small business? This adds another layer of complexity to estate planning, prompting several questions. Don’t have a plan yet? Take the first step: https://www.theplanfirm.com/blog/9/16/2021/4-and-a-half-tips-to-get-organized-for-your-estate-plan

11/15/2024

Cryptocurrency and NFTs are newer assets but share similarities with more traditional types – and should be included in any estate plan. Not sure where to start? https://www.theplanfirm.com/services

10/04/2024

Michigan’s power of attorney laws changed recently, helping to standardize the process and introduce new protections.

Michigan’s power of attorney laws changed recently, helping to standardize the process and introduce new protections. The new law features several benefits.

09/20/2024

One common probate issue is a contested will, where someone tries to prove it was set up improperly, or that it doesn’t reflect the true wishes of the deceased. https://www.theplanfirm.com/blog/1/19/2021/8-common-probate-issues

08/23/2024

Digital assets such as email accounts, logins and photos are a key part of modern estate planning. Not sure where to start? https://www.theplanfirm.com/estate-planning

08/15/2024

With long term care costs continuing to rise, it may seem to be out of reach for anyone but the wealthy. However, Medicaid may be an option for some. https://www.theplanfirm.com/blog/3/2/2021/medicaid-and-long-term-care-do-you-qualify

On the surface, estate planning and related services – including elder law, probating estates and living trusts – may seem morbid. In fact, many people would rather not think of them at all. After all, these types of plans are focused on what happens when you or a loved one passes, or becomes in...

07/25/2024

Estate planning doesn’t have to be expensive. With a personalized plan, you can find the sweet spot, covering your needs while working within your budget. https://www.theplanfirm.com/blog/2/16/2021/5-tips-for-an-estate-plan-that-doesnt-break-your-budget

On the surface, estate planning and related services – including elder law, probating estates and living trusts – may seem morbid. In fact, many people would rather not think of them at all. After all, these types of plans are focused on what happens when you or a loved one passes, or becomes in...

06/12/2024

Aleisha was surprised at how easy Buzz Suuppi made the estate planning process, and now has peace of mind that her family is protected. Don’t have a plan yet? Learn how to take the first step: https://www.theplanfirm.com/blog/9/16/2021/4-and-a-half-tips-to-get-organized-for-your-estate-plan