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Securing Your Legacy with Wills and Trusts

Wills and trusts are powerful estate planning tools. Harnessing them correctly can be key in furthering your goals for the future. Our trusted Michigan legal team here at Daudi & Kroll, P.C., is here to help.

Based out of Okemos and Canton, our will and trust attorneys are dedicated, dependable, experienced and knowledgeable. They can assist you with all aspects of forming wills and trusts, and incorporating them into a comprehensive estate plan.

What Can You Do with a Will?

A last will and testament can serve as the cornerstone of your estate planning. You can use it to:

  • Direct how your assets will be distributed when you die
  • Select who will oversee your estate during probate
  • Choose guardians for your children

Our team is here to answer your questions about this key estate planning document.

Creating a Will

Here in Michigan, anyone 18 and over who is of sound mind can make a will. To do so, you need to:

  • Have the terms of the will spelled out in a document
  • Sign the document
  • Have at least two witnesses sign the document (note: in Michigan, handwritten wills are exempt from this requirement)

Our wills lawyers can draft a will that aligns with your wishes. They can then guide you through ensuring it is enforceable.

The Benefits of a Trust

There are certain aspects of estate planning that wills can’t help with. This is where trusts can prove useful. They can be used to address a variety of estate planning goals, such as:

  • Probate avoidance
  • Medicaid and long-term care planning
  • Special needs planning
  • Asset protection
  • Estate tax planning
  • Life insurance planning

We can help you determine if trusts are the right solution for you.

How to Form a Trust

A trust is a legal arrangement where you give one party (the trustee) control of a property to manage it for the benefit of other parties (the beneficiaries). To form a trust, you typically:

  • Have a document setting out the terms of the trust
  • Name the trustee and beneficiaries in this document
  • Fund the trust with assets

Trusts can be either formed during your lifetime (living) or by your will upon your death (testamentary). They can also be revocable or irrevocable.

Arrange Your Consultation Today

Discover the difference a well-crafted estate planning document can make. Our knowledgeable will and trust lawyers are ready to help you prepare for the future.

Fill out our online form to connect with us. You can also call 517-306-4538 to reach us in Okemos or 734-249-6310 to reach us in Canton.