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Comprehensive Estate Plans - A Roadmap for Life’s Crises

An estate plan is more than a pile of legal papers, it's your guide for tough times.

Safeguard your loved ones and assets with personalized estate planning from Thomas Legal, PLLC. We’ll create a tailored plan to meet your unique goals, ensuring your legacy is protected with precision and care. Unlike Big Tech’s one-size-fits-all DIY kits that prioritize speed over accuracy, we offer expert guidance to navigate banks, advisors, and offices like the Secretary of State, while minimizing creditors’ risks and shielding against bad actors. Start planning early to secure your family’s future with confidence.

Trust-Based Plan
Gain control and privacy while avoiding probate. With a trust-based plan, you can:

  • Distribute gifts immediately or hold them in trust with conditions, like reaching certain ages.
  • Use staggered distributions to protect beneficiaries from poor financial decisions, fostering growth.
  • Include a pour-over will to nominate guardians for minor children and transfer remaining assets into the trust.

Will-Based Plan
A straightforward option that ensures your wishes are met through probate. This plan:

  • Specifies asset distribution to your chosen beneficiaries.
  • Nominates guardians for minor children.
  • Utilizes Michigan’s probate courts to efficiently meet your goals.

Plan Without a Trust or Will
Avoid probate without complexity. Using a financial power of attorney, a comprehensive patient advocate designation, beneficiary designations and a Lady Bird deed, this plan:

  • Avoids guardianship and conservatorship proceedings.
  • Transfers assets directly to beneficiaries upon death.
  • Allows you to maintain full control during your lifetime.

Powers of Attorney
Essential for avoiding guardianship or conservatorship probate if incapacitated, ensuring:

  • Prompt handling of critical matters by trusted decision-makers.
  • Protection of your interests with minimal disruption.

With Thomas Legal, PLLC, your estate plan is a rock-solid foundation, custom-built to match your circumstances, needs, and desired flexibility. Contact us today to protect your legacy and be your family’s rock!

Estate Planning Tools and Plans

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The content on this website is for general information only. It’s not legal advice for any specific case or situation. Reading or accessing this information does not create an attorney-client relationship.

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