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We provide effective, sophisticated, and proven solutions for invoicing and e-billing.

Terminal illness may prevent you from deciding the best care. We devise living wills that allow you to make those decisions now so loved ones know the care you get is what you want.

People with certain assets risk losing them to creditors and taxes. We draft wills and trusts that protect assets now and help you provide financial security to loved ones later.

A revocable trust offers many benefits to the beneficiaries and allows you to control what happens to your assets. We help draft and fund revocable trusts to meet your specific needs.

You won’t always be able to care for a special needs child or family member. We help you draft a special needs trust to make sure they will continue to get the care they deserve.

When you accrue wealth, you want to protect those assets from lawsuits, claims, and liabilities. We help create an asset protection plan best for your assets, you, and your family.

Estate planning allows you to protect your assets against taxes and probate. We will review your estate and advise you on a plan that secures optimal benefits now and in the future.

You may not always be able to make the best financial or health decisions, but a power of attorney empowers you to allow another person. We help you find the right power of attorney.

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Revocable Trusts

Do you have assets and loved ones you want to safeguard and protect, now and in the future? A revocable trust is just one part of an estate plan that can benefit you.

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Michigan Revocable Trusts

You may have loved ones you want to support financially now but want to retain control over how those finances are administered. A revocable trust offers solutions.

At EstateGenius, we carefully listen to how you want a revocable trust to benefit you as well as the beneficiary. We advise you of all the best options, including when and how a revocable trust should be funded, and provide a plan moving forward.

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Benefit 1: Investment Management without Interruption

When you create a revocable trust but become disabled due to a mental or physical condition, you can rest assured that investment management will not be interrupted.

When you create a trust, you transfer assets into the trust’s name. You no longer manage these investments, so whether or not you die or become incapacitated, chances are your assets will not be affected by it. Your trust can continue operating seamlessly, meaning it’ll continue to benefit the beneficiary as you instructed.

Benefit 2: Stay Flexible

Revocable trusts allow you to make changes as needed. That alone gives you a lot of flexibility and allows you to stay in control even though someone else administers the trust.

Revocable trusts add a flexible piece to your estate plan puzzle. Flexibility materializes in many ways. Funding a revocable trust doesn’t have to be by way of a bank account but can include real estate or personal items. You can also, at any time, modify or terminate the trustee, the beneficiary, and the way assets are distributed. It’s all up to you.

Benefit 3: Revoke the Trust at Any Time

There are times when modifying isn’t in your best interests but revoking a trust is. Living trusts do not automatically update according to life changes so the option to revoke makes it convenient.

Why a grantor may want to revoke a trust are many. The most common reason is divorce. In circumstances when extensive modifications are required, dissolving the trust and creating a new one may be easier. Ultimately, the grantor may have no reason except that the trust is no longer wanted, and for that reason alone the trust can be revoked.

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Living Wills

Terminal illness may prevent you from deciding the best care. We devise living wills that allow you to make those decisions now so loved ones know the care you get is what you want.

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Wills & Trusts

People with certain assets risk losing them to creditors and taxes. We draft wills and trusts that protect assets now and help you provide financial security to loved ones later.

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Special Needs Trusts

You won’t always be able to care for a special needs child or family member. We help you draft a special needs trust to make sure they will continue to get the care they deserve.

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Asset Protection

When you accrue wealth, you want to protect those assets from lawsuits, claims, and liabilities. We help create an asset protection plan best for your assets, you, and your family.

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Tax Savings & Avoidance

Estate planning allows you to protect your assets against taxes and probate. We will review your estate and advise you on a plan that secures optimal benefits now and in the future.

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Powers of Attorney

You may not always be able to make the best financial or health decisions, but a power of attorney empowers you to allow another person. We help you find the right power of attorney.

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Guardianships

You may need to seek an adult guardianship for a formerly legally competent loved one, such as a disabled spouse or an elderly parent.

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Conservatorships

A conservatorship may be the best option to protect a senior citizen or other adult who has lost the ability to take care of himself or herself.

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We offer the experience and skill you need to make sure your estate plan is well-structured and benefits you and your family.

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