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Estate Planning


“I want to control my property while I am alive, take care of me and my loved ones if I become disabled, and give what I have to whom I want, the way I want and when I want. Furthermore, if I can, I want to save every last tax dollar, professional fee and court cost legally possible.” 

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Estate Planning


“I want to control my property while I am alive, take care of me and my loved ones if I become disabled, and give what I have to whom I want, the way I want and when I want. Furthermore, if I can, I want to save every last tax dollar, professional fee and court cost legally possible.” 

 

WHAT ESTATE PLANNING IS ALL ABOUT:

We listen closely to understand the individual needs of our clients so that they can create a customized estate plan to meet the objectives of each individual client.

With our guidance, clients gain peace of mind that their long term needs will be met, that their assets will be protected for the benefit of the person or persons they choose and most importantly, their family will be protected in the event of the unexpected.

A Simple Explanation of Just How a Living Trust Works:

If you think you are too young, too old, or don’t have enough assets to put together an estate plan, think again. These are common myths surrounding the topic of estate planning.  

It is never too early or too late to prepare a proper estate plan. If you have not done any estate planning, now is the time to start. Estate planning can help people accomplish their estate planning objectives. 

Even if you have done some estate planning, it is a good idea to check with an attorney to make sure your estate plan is up to date to get optimum results in light of possible changes in laws or tax regulations. Also, if you have an existing estate plan, see the Top Ten Mistakes People Make in Estate Planning to make sure that you are avoiding any unnecessary pitfalls of planning incorrectly.

The O’Bryan Law Firm provides clients all over Michigan with customized estate planning services tailored to meet each individual’s needs.

Our estate planning services include:

  • Trusts
  • Special Needs and Disability Trusts
  • Will Preparation
  • Business Succession Planning
  • Advice on Asset Protection
  • Counsel on Wealth Preservation
  • Guardianships and Conservatorships
  • Durable Powers of Attorney
  • Living Wills
  • Health Care Proxies and Directives
  • Family Limited Partnerships and Limited Liability Companies
  • A complimentary checkup on your existing estate plan
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Elder Law


If this is done properly, you can preserve assets for an estate to benefit children and future generations, while providing the highest level of care for yourself.

Elder Law


If this is done properly, you can preserve assets for an estate to benefit children and future generations, while providing the highest level of care for yourself.

UNDERSTANDING ELDER LAW:

Elder law attorneys specialize in the legal issues facing older people, which may include issues almost as diverse as the entire legal spectrum. The main issues addressed, however, involve advanced planning.  As people age, they become concerned about distributing their estates, establishing alternative decision makers in case of mental or physical incapacity, investigating possible long-term care needs (including the type of care and how to finance it), and otherwise ensuring a comfortable retirement. Often, people seek legal techniques for achieving these goals.

Proper estate planning and asset distribution before death can help the whole family. If this is done properly, an elderly person can receive the full value of Medicaid and Medicare benefits and can also preserve assets for an estate to benefit children and future generations.

Children of parents who are under home care, or in nursing homes or other assisted living arrangements, should make sure their parents are receiving all the benefits to which they are entitled. 

A 2 Minute Video on Hiring an Estate Attorney:

Elder Law Services:

• Medicaid Planning
• Medicare Planning
• Wills & Trusts
• Asset Protection
• Special Needs Trusts
• Estate and Gift Taxes
• Living Wills
• Powers of Attorney
• Guardianships
• Conservatorships

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Estate Settlement


Not only do personal representatives have legally required obligations to fulfill, trustees must also comply with certain requirements in administering trusts.

Estate Settlement


Not only do personal representatives have legally required obligations to fulfill, trustees must also comply with certain requirements in administering trusts.

ESTATE SETTLEMENT: Making Wishes a Reality, in Law and in Fact.

There are generally three main responsibilities that occur upon someone’s death with regard to their estate assets. Someone, generally a person appointed by the decedent as personal representative or successor trustee, will be responsible for ensuring that:

  1. The decedent’s assets are collected and managed;
  2. All debts, taxes and expenses of the decedent are paid, or properly dealt with; and
  3. Administering and distributing the assets for the benefit of the named beneficiaries.

Understanding Probate:

We can assist your family in helping them settle an estate, whether the person who died was a client of our or not.  It all starts with an initial consultation with Sean, and he will give you direction on exactly what steps need to be taken.

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Veteran Benefits


If a loved one served in the military, they might be eligible for assistance with care later in life

Veteran Benefits


If a loved one served in the military, they might be eligible for assistance with care later in life

Veteran Aid & Attendance

The Aid and Attendance (A&A) Pension provides benefits for veterans and surviving spouses who require the regular attendance of another person to assist in eating, bathing, dressing and undressing or taking care of the needs of nature. 

An Introduction to VA Benefits:

 

If this is your first time dealing with the VA, or government agency, it can be a rude awakening.  It is hard to speculate on what you will experience while filing for the Aid & Attendance Pension. Each case is unique and carries its own set of challenges.

Please Note: Our office does not prepare or submit applications to the Veterans Administration, but rather will assist you in understanding the eligibility requirements, and updating your estate plan if this is necessary.  You will then be referred to a VA approved agency that can assist with the application process.