By Your Side Estate Planning Newsletter
March 2021
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A NOTE FROM OUR DESK:
It appears remote seminars will need to continue for the foreseeable future. Look for spring dates next month.
You can also join us monthly for our live videos on the first Tuesday of every month at 1:00 Eastern.
We remain optimistic that we will be able to host in-person programs this fall, including our annual client appreciation receptions If you haven't attended one of these events in the past, and would like an invitation, be sure your Client Care Program membership is current!
Please continue to stay safe.
Thanks,
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What You Can’t Do With a Will
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While a will is one of the most important estate planning documents you can have, there are things that it won’t cover. A will is just one part of a comprehensive estate plan.
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Using Estate Planning to Prepare for Medicaid
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Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.
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What Are the House Ownership Options When Parents and Adult Children Live Together?
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Increasingly, several generations of American families are living together. These multi-generational living arrangements present legal and financial challenges around home ownership.
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How Your Estate Is Taxed, or Not
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Congress sets the amount that an individual can transfer tax-free either during life or at death. The current estate tax exemption is so high that very few estates will have to pay an estate tax.
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FACEBOOK LIVE
Monthly Webinar
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The Law Firm of Brogan & Yonkers is by your side with Estate Planning and Elder Law services. We're located in Marquette, Michigan, and Munising, MI, with satellite offices in Sault Ste. Marie, Manistique, Escanaba, Houghton, Iron Mountain, Menominee, and Ironwood. The experienced team at Brogan & Yonkers is dedicated to helping families across Michigan’s Upper Peninsula and Northern Wisconsin.
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Marquette Office
(906) 228-6212
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Munising Office
(906) 387-4160
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