Levine & Levine
Serving Kalamazoo, Southwest Michigan and Nationwide
Call 269-382-0444 or email us

October 2016 Archives

Why is estate planning an essential aspect of financial management?

2488869_1.jpgEstate planning is an essential aspect of financial management both from a personal and business perspective. On a personal level, a current Will, Trust (if necessary), Durable Power of Attorney and the Health Care Directive, and letter of instruction are components among other ancillary documents. Informing your loved ones of your intentions- and making clear your instructions alleviates much angst and difficulties for family in the event of a sudden and tragic event. Even if you become ill and require assistance, planning when you feel well and can clearly identify your needs and your family's needs is of the utmost importance. Making clear how they can locate your assets, debts, how they can pay bills, collect on debts, is required; many persons conduct nearly all their banking and bill paying on line; do your loved ones or assigned representatives know where to find passwords and what needs to be taken care of?

136 East Michigan Ave. 14th Floor Kalamazoo, MI 49007 Phone: 269-382-0444 Fax: 269-382-0464 Kalamazoo Law Office Map