Karen L. Stewart, an attorney and CPA, has 25 years of experience in estate planning. Karen’s estate plans are affordable, fixed fee plans that are in compliance with Michigan and Federal estate laws (a danger in using internet do-it-yourself forms). She works with each client to prepare a custom estate plan that meets the client’s goals, avoids probate and minimizes estate taxes. She educates clients on Wills, Trusts, Powers of Attorney, Ladybird deeds, and how to choose executors and other agents. Karen gives her clients the information needed to fund their trusts and protect their assets. After loved ones have passed, Karen assists families in administering estates.Serving the following communities: Novi, Southfield, Livonia, Northville, Farmington, Farmington Hills, Commerce Township, West Bloomfield, Plymouth, Canton, Milford, South Lyon, Walled Lake, Waterford and Wixom.
Karen offers FREE 30 minute, no obligation consultations with seniors. Currently accepting appointments at the Novi Older Adult Services Meadowbrook Activity Center - from 2:00 - 4:00 p.m. on the Second Monday of every month. Sign-up by either visiting Novi Older Adult Services or calling (248) 347-0414. The free consultations are not limited to residents of Novi. See the following flyer for more information:
Planning Your Estate
Questions to ask in choosing the right person for the various position; executor, trustee, guardian of children, power of attorney and patient advocate.
See Karen's Estate Planning interview on Novi Public Television. Click Here.