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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 L. Stewart | Attorney & Counselor
Basic Facts About Estate Planning
To adequately protect you and your family in the event of disability or death, it is important to have a well thought out and comprehensive plan. There are four documents in a basic estate plan: Last Will and Testament, Revocable Living Trust, Durable Power of Attorney and Patient Advocate Designation. However, your individual needs may require more or less planning, or that other documents be prepared in addition to these basic documents.
Revocable Living Trusts
What is a Revocable Living Trust and why would I need one? Click here to learn more
Administering an Estate
I am the executor of an estate. What are my duties and how do I get started? Click here for our Checklist
Funding a Revocable Living Trust
What assets do I transfer to my Trust and what steps do I take? Click here for our Checklist
What is Probate?
When is probate necessary and what are the different types of probate? Click here to learn more
Last Will and Testament
I have a Will so my estate won’t go through probate, right? Click here to find out why that’s not so
Patient Advocate and Funeral Representative
A Patient Advocate Designation is the means to ensure if you become disabled, your medical decisions are made by a person you trust. Click here to learn more
Durable Power of Attorney
A Durable Power of Attorney is the means to ensure that if you become disabled, your finances are managed by a person you trust. Click here to learn more
Considering Pets in Your Estate Plan
How do I make sure my pets are taken care of if my pets outlive me? Click here for some planning ideas
“Karen, we really, really appreciate you! The better the planning we do, the luckier we have been, which is why I brought Aunt Betty to you 14 years ago, and we have sought your advice throughout. She is at peace knowing she doesn't need to worry about managing estate-related choices in her final days.“
“Thanks for taking such good care of us and making it easy to ask questions. I appreciate not being made to feel stupid for asking questions. It was a lovely gift at a tough time.“
Top qualities: Personable, Good Value, On Time
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RECENT BLOG POSTS
Most of us know it is important to have a Power of Attorney for Health Care, or as I prefer to call it, a Designation of Patient Advocate, to name a person as patient advocate to make our medical decisions in the event we are unable to make them for ourselves. But it...
Traditional estate planning strategies generally are based on the assumption that both spouses are U.S. citizens. However, if you or your spouse is a noncitizen, special rules apply that may require additional planning. Here’s a look at how the rules are different...