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Living Trust Secrets

The document is a comprehensive guide on the benefits of establishing a Living Trust in Michigan, emphasizing its advantages over a traditional Will, particularly in avoiding the lengthy and costly Probate Court process. It outlines the importance of estate planning for protecting family assets and ensuring privacy, while also addressing common concerns about incapacity and asset management. The author, Chris Atallah, offers insights based on Michigan law and encourages readers to consider a Trust-Based Estate Plan for better financial security and peace of mind.

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Nelson Harris
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
48 views24 pages

Living Trust Secrets

The document is a comprehensive guide on the benefits of establishing a Living Trust in Michigan, emphasizing its advantages over a traditional Will, particularly in avoiding the lengthy and costly Probate Court process. It outlines the importance of estate planning for protecting family assets and ensuring privacy, while also addressing common concerns about incapacity and asset management. The author, Chris Atallah, offers insights based on Michigan law and encourages readers to consider a Trust-Based Estate Plan for better financial security and peace of mind.

Uploaded by

Nelson Harris
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 24

LIVING

TRUST
SECRETS
BY ROCHESTER LAW CENTER
THE MICHIGAN ESTATE
PLANNING ATTORNEYS
LIVING TRUST SECRETS
The Complete Guide To The Benefits Of A Living Trust In Michigan That Online
Do-It-Yourself “Will” Factories Don’t Want You To Know…

How To Avoid A Long And Stressful Probate Court Process So You Can
Quickly, Easily, And Privately Give Your Money, Legacy, And Property
To Your Family After You Pass Away
A NOTE FROM
THE AUTHOR
Thank you for making the choice to download your copy of Living Trust
Secrets. Feel confident knowing that you’ve made the right decision! Every
year, 1,000s of people just like you reach out to ask me these questions:

What happens to my family and property if I pass away unexpectedly?

And, more importantly, what can I do to protect them?

If you’ve ever asked these questions - you’re in the right place - and you’re
not alone! You might be surprised to learn how many other Michigan
families have gone through the exact same stressful and time-consuming
process of scouring the internet, attending seminars, and calling various
offices just to find the answers contained in this guide.

The good news is that there are answers, and that there is a path for you.

By getting this guide, you’ve taken the first of several steps you need to
make sure that your family is protected if anything happens to you.

You could have ignored this information and kept on sifting through all the
random, confusing, and oftentimes contradictory information available for
youonline.

Instead, you now have a comprehensive resource about how to protect


your family when you pass.
This comprehensive guide is based on Michigan law, so you know the
information you are getting is accurate in the State of Michigan. Inside, you
will find useful insights into Estate Planning and the benefits of a Living
Trust in Michigan - all in one place, in a quick to read - easy to understand
guide, written in plain English instead of confusing legal jargon - so you
won’t need a law degree to understand how to protect your family’s future.

I hope that you will be able to use this guide to secure the peace of mind
that comes with knowing your family is protected.

Once you’re done, please feel free to call me anytime at (248) 613-0007 to
discuss your Estate Planning goals, and what I can do to help you achieve
them.

My hope is that you will look to me for help when you need it.I’m excited to
serve you.

Sincerely,

Chris Atallah
Founder and Managing PartnerRochester Law Center,
PLLC
ABOUT THE AUTHOR

Chris Atallah is a licensed Michigan Attorney focusing his practice on


Wills, Trusts, and comprehensive Estate Planning for Michigan families.
He is the Founder and Managing Partner of the Rochester Law Center,
PLLC.

Over the past decade, Chris has helped 1,000s of Michigan families
and businesses secure their futures in all matters of Wills, Trusts, and
Estate Plans. He has taught dozens of seminars across the State on
such topics as avoiding the death tax, protecting minor children after
the parents' death, and preserving family wealth from the courts and
accidental disinheritance.

If you have any questions after you read our guide, please feel free to
giveus a call to schedule a complimentary initial consultation.

Call us today at (248) 613-0007


TABLE OF CONTENTS
Do You Need A Living Trust If You Already Have A Will 6

What Is Probate Court And What Makes It So Difficult For Your Loved Ones 7

How To Prevent Court Interference If You Become Incapacitated 8

How To Avoid The Long, Stressful, And Expensive Probate Court Process 9

What Is A Living Trust? 9

7 Benefits Of A Trust-Based Estate Plan 10

Who Needs A Trust-Based Estate Plan? 10

Will vs Trust - The Advantages of a Trust-Based Estate Plan 11

5 Estate Planning Goals and How a Living Trust Can Help You Achieve Them 13

How Does A Living Trust Work 16

What Happens When You Die With A Trust-Based Estate Plan 17

Who Steps In To Manage Your Assets If Something Happens To You 17

What Assets Should Be Included In A Living Trust 17

What Assets SHOULD NOT Be Included In A Living Trust 18

Irrevocable vs Revocable Living Trusts 18

When May An Irrevocable Trust Be Needed? 18

Do You Still Need A Will If You Have A Trust-Based Estate Plan? 19

How To Set Up A Trust-Based Estate Plan In 10 Simple Steps 20


6

DO YOU NEED A LIVING TRUST?


If You Already Have A Will?

Even though a Last Will and Testament, also known as a Will, is a very
common and useful Estate Planning tool, it may not be enough to protect
your family and your assets. That’s because a Will does not avoid Probate
Court after you die. A Will is actually your ticket to Probate Court. That’s
because the Probate Court must validate your Will before your assets can
be distributed to your heirs in the form of an inheritance. This process can
take months, and even years in some cases.

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7

Additionally, a Will only goes into effect after you die. As a result, a Will
does not provide any protection from situations where you may become
physically or mentally incapacitated and unable to communicate before
you die.
If you don’t have the proper Estate Planning documents in place, your
family may need to petition the court just to manage your financial and
medical affairs.
This is a major concern for many families when planning their estate.
Luckily, a Living Trust is an easy, popular, and proven alternative to a Will
that can help you avoid Probate Court, keep control of your assets - even
after you die, and protect you and your family in case you become
incapacitated.

What Is Probate Court?


Probate is the legal process in which the court ensures that all of your
debts are paid off and your assets are distributed to your loved ones
named in your Will after you die. If you don’t have a Will in place when you
pass away, your estate will be considered intestate and your assets will be
distributed according to state law.

What Makes Probate So Difficult For Your Loved Ones?


> Probate can be expensive. Legal fees, executor fees, inventory fees
(county taxes), and other costs have to be paid before your assets can
be fully distributed to your heirs. If you own property in other states,
your family could face multiple Probates, each one according to the
laws in that state. These costs can vary widely, but we’ve had clients
who had to pay tens of thousands of dollars throughout the Probate
process. In general, Probate is much, much more expensive than
doing some simple Estate Planning in advance.
> Probate can take a long time. In Michigan, the standard Probate
process takes a minimum of 5 months to complete. However, over the
past decade we’ve experienced that it generally takes 9 months to 1
year to resolve simple cases - and several years for contested cases.
We once represented a client whose Probate lasted for 8 years.
> Probate is public. Your family has little privacy in Probate Court.
Probate is a public process, so anyone can see the size of your estate,
who you owed debts to, who will receive your assets, and when they
will receive them. The process invites upset heirs to contest your Will
and can expose your family to lawsuits from greedy creditors and
potentialfraudsters.
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8

How To Prevent Court Interference If You Become


Incapacitated
It’s a common misconception that Estate Planning only plans for death.
Comprehensive Estate Planning also plans for situations where you may
become incapacitated and unable to manage your own financial and
medical affairs. Becoming incapacitated prior to passing away is very
common, which makes it a concern for many people when planning their
estate.
Unfortunately, if you can’t manage your financial and medical decisions due
to incapacity, your family will need to petition the court to sign for and make
decisions on your behalf.
This can be a really difficult and time-consuming situation for your loved
ones to deal with during a crisis, especially if they need access to your
assets and finances to survive. Additionally, your family will still need to go
through Pro bate Court after your death. This means they could be dealing
with the courtsystem for a very long time.

Find Out If Your Family, Money, And Property


Are At Risk Of Probate
Take The Probate Risk Assessment
Just visit…
https://rochesterlawcenter.com/probate-risk-assessment/

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9

How To Avoid A Long, Stressful & Expensive

PROBATE COURT PROCESS

What Is A Living Trust And What Are Its Benefits?


A Living Trust, also known as a Revocable Living Trust, is one of the best
methods for passing your money, property, and assets to your loved ones
after you pass away.

That’s because unlike a Will, a Living Trust avoids the long, stressful, and
expensive Probate Court process. A Living Trust is one of the most popular
Estate Planning documents because of the combination of flexibility and
protection it provides.

Think of your Living Trust as the backbone of your Estate Plan.

This is why it’s called a “Trust-Based Estate Plan”.

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10

7 Benefits Of A Trust-Based Estate Plan Include:


> Efficiently pass your money and property to the next generation
> Avoid the long, stressful, and expensive Probate Court process
> Keep your finances and the transfer of your assets private
> Maintain control of your finances after you pass away
> Protect your family and assets in case you become incapacitated
> Name someone you trust to distribute your assets after you pass away
> Change or revoke the document at any point during your lifetime.

Usually a Trust-Based Estate Plan is drafted as a substitute to a Last Will


and Testament. That’s because it provides more robust protection and
benefits for the drafter and their family such as Probate avoidance, added
privacy, and incapacity planning. A little later in this guide, we will talk about
the 5 major Estate Planning goals and how a Living Trust can help you
achieve them. But first, let’s talk about who should have aLiving Trust…

Who Should Have A Trust-Based Estate Plan?


If you own titled assets, such as a house, and you want your family to avoid
inference from the court system after your death or incapacity, you should
consider a Trust-Based Estate Plan.
Typical financial and family situations that significantly benefit from a
Trust include:
> Owning a house or real estate
> Owning a business
> Having assets in investments, bank accounts, or retirement plans
> Having children or grandchildren
> Being married, but haven’t Estate Planned since your wedding
> Being divorced, but haven’t Estate Planned since the divorce
> Having precious family heirlooms

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11

Will vs Trust - The Advantages Of A Trust-Based Estate Plan


If you are debating between a Living Trust vs Will, don’t worry, you are not the
only person. These are two of the most common documents people use as
the cornerstone of their Estate Plan. While these documents have similarities,
they also have a wide variety of differences that could potentially impact how
your family receives your assets and whether or not you will have protection in
place if you were to become incapacitated. In this section, we will discuss the
advantages of a Trust-Based Estate Plan vs a Will.
> Avoid Probate Court. One of the major advantages of a Living Trust over
a Last Will and Testament is that a Living Trust avoids Probate Court, but a
Will does not. In fact, a Will is actually your ticket to Probate. That is be-
cause a Will must go through Probate before your money and property
can be distributed to your family members.
Because Probate is public, the contents of your Will are made public. This
can increase the likelihood that someone can contest your Will. In
general, Probate is a long, stressful, and expensive process, especially if
your Will is contested. This can delay your family from receiving your
assets for months, even years. In general, Probate can be difficult to
endure during a time of mourning.
A Living Trust, on the other hand, allows your family to avoid the Probate
Court process. The transfer of your assets takes place privately and can
occur within days or weeks after your death instead of months or years.
Additionally, only the individuals named in the Trust have a right to know
what the Trust contains. This makes it much less likely that a greedy
family member will contest the Trust. Overall, a Living Trust is a faster
and more effective way to make sure your family receives your assets.
> Planning for Incapacity. Unlike a Last Will and Testament, a Living Trust
allows you to plan for incapacity. That’s because a Living Trust comes
into effect the moment it is signed and funded. A Will on the other hand
only takes effect after you die. It is very common for people to become
incapacitated before they die. When most people think about Estate
Planning, they only think about planning for death. But comprehensive
Estate Planning also plans for situations where you may not be able to
make your own financial and medical decisions. A Living Trust helps you
with this because you will name a Successor Trustee. If you die or
become incapacitated, your Successor Trustee will step in to make sure
that your assets are being managed properly. As a result, you want to
pick someone you trust who can handle this large responsibility.
Additionally, we often combine a Living Trust with a Medical and
Financial Power of Attorney as part of a Trust-Based Estate Plan.

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12

> Maintain Control of Your Finances. Some people wish to maintain


control over their finances after they pass away. An advantage of a Living
Trust is that it allows you to do so. In some circumstances, people are
planning for a family member with special needs, so they need to control
what happens to their finances after they die to avoid disqualifying their
loved one from benefits. In other circumstances, they may have young
children and want them to achieve a milestone such as graduating
college or reaching a certain age before they receive a large inheritance.
There are a variety of reasons people wish to control their finances after
they die. A Trust-Based Estate Plan can help you with this.
> Maintain Your Privacy. As we stated earlier, a Living Trust avoids Probate
Court. Probate Court is a public process. As a result, when your Will goes
through Probate, its contents become public. For a lot of people, this is
less than ideal for a variety of reasons. An advantage of a Living Trust is
that the transfer of your assets happens in private and only the people
named in the Trust have a right to see its contents. If you want to maintain
your privacy, a Trust-Based Estate Plan may be a good option for you.
> Avoid Estate Taxes. Depending on the size of your estate, estate taxes
may be a concern. A Living Trust can help you minimize these taxes so
that you can preserve the value of your estate when passing it on to your
loved ones. Also, it avoids having to pay the hefty “inventory fees” that
the Probate Court assesses on your post-death assets.
In general, a Trust-Based Estate Plan is much more robust and provides you,
your family, and your assets more protection than a Last Will and Testament.

Do you need a Will or Trust-Based Estate Plan?


Take The Will vs Trust Quiz
To Find Out In Less Than 5 Minutes
Just visit…
https://rochesterlawcenter.com/will-vs-trust-quiz/

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13

5 MAJOR ESTATE PLANNING GOALS


& How A Living Trust Can Help You Achieve Them

Before creating a Trust-Based Estate Plan, you should clearly define your
personal Estate Planning goals. Having clearly defined goals will help in
your discussions with an experienced Estate Planning Attorney about what
Estate Planning documents will be best for your unique situation. But what
if you have never Estate Planned before? Where do you start and what
goals should you have? In this section, we will cover 5 Estate Planning
goals and the benefits a Trust-Based Estate Plan can help you achieve.

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14

Goal #1 Financial Planning


Keep Control Of Your Investments So They Can
Continue To Grow And Provide For Your Family
Benefits Of A Trust-Based Estate Plan
- Maintain control of your finances after you pass away so you can have
peace of mind that your family is financially stable and protected.
- Appoint someone responsible that you trust to manage your money,
property, and assets, and distribute them to your loved ones according to
your wishes.
- Ensure that your family receives your money as fast as possible so that
they have the ability to survive and pay for critical expenses like mort-
gage payments, medical expenses, funeral expenses, and outstanding
debts.

Goal #2 Probate Avoidance


and Inheritance Planning
Save Money And Time By Protecting Your Loved
Ones From Probate Court
Benefits Of A Trust-Based Estate Plan
- Privately pass your assets to your family and avoid long, expensive, and
stressful battles in Probate Court.
- Specifically document who you want to receive your assets to prevent
your family from fighting over your money and tearing itself apart after you
pass away.
- Have your assets distributed to your loved ones quickly and privately to
prevent dishonest family members and creditors from coming after your
money.

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Goal #3 Wealth and Legacy Planning

Save Your Wealth From Death Taxes And Fees So


You Can Keep Your Legacy Intact
Benefits Of A Trust-Based Estate Plan
- Preserve your family’s wealth and legacy for future generations by
avoiding estate taxes.

- Protect your life’s work and keep your family’s legacy intact by making
sure your wealth and precious heirlooms remain in your family.

Goal #4 Child Protection Planning

Protect And Provide For Your Children Even After


You’re Gone
Benefits Of A Trust-Based Estate Plan
- Help your kids achieve their dreams like going to college or buying a
home by providing for them financially, even if you aren’t alive to lend a
guiding hand yourself.
- Make sure that your kids reach a mature enough age or achieve a
significant milestone like graduating college before receiving the
responsibility of managing your lifetime accumulation of assets in the form
of an inheritance.
- Protect your children and your money in case they have future problems
with abusive spouses, creditors, drugs, alcohol, gambling, handling money
or if they have special needs and require benefits.

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16

Goal #5 Incapacity Planning

Get Peace Of Mind Knowing That Your Wishes Will


Be Followed In A Medical Emergency
Benefits Of A Trust-Based Estate Plan
- Appoint a Successor Trustee who can step in to manage your money,
property, and assets on your behalf in the event you become incapacitated
and can’t manage them yourself.
- Ensure that all of your financial and medical decisions will be taken care
of in case you are no longer able to communicate by pairing your Living
Trust with a Financial Power of Attorney, Medical Power of Attorney, and
Living Will. This will ensure all of your financial and medical decisions will
be taken care of in case you are no longer able to communicate.
Now that you have a better understanding of how a Trust-Based Estate
Plan can help you achieve major Estate Planning goals, let’s talk about how
a Living Trust works.
To learn more about the Estate Planning process…

Watch This Free Online Seminar…


“Estate Planning For Michigan Families”
Just visit…
https://rochesterlawcenter.com/estate-planning-seminar/

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17

How Does A Living Trust Work?


When you make a Living Trust, you are known as the Settlor/Grantor and
you assign yourself as the Trustee. When setting up the Trust, you transfer
your assets from your name into the name of the Trust. This is commonly
known as Funding the Trust. This is an essential step because it is what
allows your assets to transfer seamlessly to your family members so that
they can avoid Probate Court after you pass away.
Because you are both the Settlor and Trustee, you will manage the Trust
and all of the assets just like you do now. This means that if you want to add
or remove an asset or Beneficiary, you can do so at any time.
Some of the most important people you will name in the Trust are your
Beneficiaries. Your Beneficiaries are the people you choose to inherit your
money and property after you pass away. Typically, this is a spouse,
children, grand- children etc. You can also designate how much each
Beneficiary will get andstipulate when they should receive their inheritance.
Lastly, you will name your Successor Trustee. This person will take over
management of your Trust if you become incapacitated or die. They will
also be responsible for settling your estate and distributing your assets to
your Beneficiaries according to your wishes after you pass away.

This distribution of assets will take place privately instead of having to go


through the public Probate Court process. This can allow your family to
receive your assets in a matter of days or weeks after your passing instead
ofmonths, or potentially years, if they were to have to go through Probate.

What Happens When You Die With A Living Trust?


If you pass away with a Living Trust, it will be up to your Successor Trustee
to settle your estate and distribute your assets to your loved ones
according to your wishes. Here is a brief list of what your Successor Trustee
will need to doin order to settle your estate:
> Contact the Settlor/Grantor’s family to notify them of his/her role
as Successor Trustee
> Identify and help execute any funeral instructions
> Review the Trust and inventory the assets
> Notify institutions of the Settlor/Grantor’s death
> Assemble a team of professionals to help settle the estate
> Pay any outstanding bills and taxes
> Distribute assets to the Beneficiaries of the Trust

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As you can see, your Successor Trustee has a lot of responsibilities to take
care of when you pass away. But they also have important responsibilities
if you become incapacitated…

Who Steps In To Manage Your Assets In An Emergency


Situation Like Becoming Incapacitated And Unresponsive?
If you and your spouse are Co-Trustees and you die or become
incapacitated, your spouse can step-in to take control immediately.
However, if something happens to both you and your spouse, your
Successor Trustee will step in to manage your Trust and its assets. If you
pass away, your Successor Trustee will manage the distribution of your
assets to your Beneficiaries and settle your estate. If you recover from
incapacity, you will regain control of the Trust.

What Assets Should Be Included In A Living Trust?


Usually it’s best to include real estate, stocks, CDs, bank accounts,
investments, insurance and other assets with titles. You will also want to
include jewelry, clothes, art, furniture, or other assets in a one-page
assignment.
What Assets SHOULD NOT Be Included In A Living Trust?
There are certain circumstances when assets shouldn’t be put into your
Trust due to potential tax ramifications. For example, retirement accounts
like 401k, 403(b), IRAs, and qualified annuities often should be left out
because of certain tax ramifications that may arise. You should consult with
an attorney before making the decision to fund.

Irrevocable vs Revocable Living Trusts


The biggest difference between an Irrevocable and a Revocable Living
Trust is flexibility. A Living Trust is revocable, which means it can be
changed, dissolved, or “revoked” at any time in the future. People find this
useful because they can make a change if their circumstances change in
the future. For example, if you would like to add or remove assets or
Beneficiaries from your Living Trust after it has been created, you can do so
without a problem.
An Irrevocable Trust, on the other hand, is more permanent than a
Revocable Trust because it can’t be changed after it is created. Typically,
you give up control of your assets by placing them in the name of the Trust
and assigning a Third-Party Trustee to manage the assets. These types of
Trusts are very complex, and they are only used in very specific situations,
usually to avoid creditors or taxes.

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19

When May An Irrevocable Trust Be Needed?


Special Needs Trust - A Special Needs Trust is a type of Irrevocable Trust
that is created to protect the government benefits of a special needs
family member like SSI, Medicaid, subsidized housing, and vocational
rehab. Oftentimes, parents wish to leave behind an inheritance to
supplement these government benefits to make sure their child has a
comfortable life after the parents pass away. However, if an inheritance is
given directly to the child, it could count as income and jeopardize the
child’s ability to get much needed government assistance. In order to
avoid this, a special type of Irrevocable Trust is structured to keep the
child’s eligibility for government assistance intact.
Asset Protection Trust - Another type of popular Irrevocable Trust is an
Asset Protection Trust. These types of Trusts are usually created by
individuals with a substantial amount of wealth who are potential targets of
lawsuits. For example, doctors who may be subject to malpractice claims,
business owners, executives, high profile individuals like entertainers or
celebrities, officers and directors of banks, and general partners in real
estate deals. The way these Irrevocable Trusts are structured allows these
individuals to protect their assets from creditors and lawsuits.

While these aren’t the only two types of Irrevocable Trusts, they are some
of the most common. In most cases, a Revocable Living Trust will be the
right Estate Planning tool for you and your family. However, if you believe
you need an Irrevocable Trust, it is best to consult with an experienced
Estate Planning Attorney. Irrevocable Trusts are very complex, and they can’t
be changed after they are created. As a result, you need to make sure the
Trust is structured properly in order for it to work according to plan without
losing access to yourassets.

Do You Still Need A Will If You Have A Living Trust?


A Living Trust is often combined with a “Pour Over Will” to make sure that all
of your bases are covered. It acts like a “safety net”. If you acquire new
assets after your Living Trust was written - but you forget to place them
into the name of your Trust, the “Pour Over Will” picks up those assets and
gives them to the Trust to be managed according to its terms. This
prevents these new assets from going to relatives that you did not intend to
be Beneficiaries. If you don’t have a “Pour Over Will” in place, the assets will
be apportioned according to the laws of your state which may distribute
the funds inconveniently or create issues for the family.

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20

HOW TO SET UP A TRUST-Based


Estate Plan IN
10 Simple Steps
Tomorrow is never guaranteed. So, to help you get you organized and
started on creating your Trust-Based Estate Plan, we have included a really
useful resource for you…

Estate Planning Info Kit and Checklist Included


With the Estate Planning Info Kit and Checklist, you can quickly and easily
get organized and take the first step to a complete Estate Plan that will help
you avoid Probate Court, save money on taxes and legal costs, and pass
your legacy on to your loved ones.

What’s inside?
A useful step-by-step guide designed to help you:
• Set your Estate Planning goals
• Inventory your estate so you know
what you have to pass on to your
loved ones
• Decide who you want to leave your
assets to
• Determine who will manage your
affairs if you die or become
incapacitated
• Consider your medical and end-of-life care preferences
• Gather and organize the essential paperwork to Estate Plan
• Document your burial wishes
Just visit…
https://rochesterlawcenter.com/estate-planning-info-kit/

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21

INTERESTED IN DRAFTING A Trust-Based


Estate Plan?
Save Money and Time By Protecting Your Family
From Death Taxes and The Stress Of Probate
Trust-Based Estate Plans are complicated, so it’s best to work with an
experienced Estate Planning Attorney to make sure it is done properly. For
over a decade, we’ve helped 1,000s of families Estate Plan.
If you are interested in drafting a Trust-Based Estate Plan - or, you think it
might be for you but you have some additional questions about how a
Trust would work in your unique situation - we’d like to offer a
complimentary initial consultation with one of our experienced Estate
Planning Attorneys as a thank you for downloading this guide.
This consultation is free of charge and there is no obligation to retain our
services.
However, appointments are limited and they book up fast–so, please
book your consultation today.

Book A Free Phone Call With An


Experienced Estate Planning Attorney To
Get Your Questions Answered
Free No-Obligation Quote Included
Just visit…
https://rochesterlawcenter.com/estate-planning-consult/

or call…

(248) 613-0007

Tell our friendly receptionist that you are calling to book


an Estate Planning consultation and she will get you
scheduled and taken care of!
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22

See What Others Are Saying About Working With Us!


"I had a great experience setting up my trust with Chris. He explained everything clearly and
never made me feel rushed. I felt more like I was dealing with my family than with my lawyer.
He has been very easy to work with and I couldn’t be more happier that I selected him. Thank you
for being so patient and understanding. You made this experience very easy for me and I
respect that you are so passionate about what you do and who you help. I feel secure knowing
your handling my Estate Planning and can’t thank you enough." - Jennifer M.

“Had no idea how to do a will or trust, but Chris made the experience very easy. He was very
helpful. He was very understanding and extremely easy to work with. He understood what we
needed andwalked us through step by step. I would definitely recommend him. Thanks Chris!” -
Kim L.

“Chris has been great to work with! We are doing Estate Planning with him and he's been very
accommodating to us. He has a great way of explaining the process and all that is entailed. I
highlyrecommend Chris and the Rochester Law Center!” - Jaime D.

“I can not say how thankful I am for Chris. He was so very helpful and informative. He took his
time with me, answered every question I had, and was just so kind. I would highly recommend
him. Thank you again.” - Bryanna L.

“Excellent working with Chris Atallah and The Rochester Law Center. Was prompt at answering
questions, conveniently located in downtown Rochester, and he and his staff were courteous
in every way. Highly recommended.” - Christopher B.
“Great people to work with and they made the process very easy and understandable.
Highly
recommended!” - Jackie A.

“Chris did a good job updating some of our Estate Planning documents. He is friendly and easy
towork with. Thanks!” - Sue C.

“Chris and his partners were excellent to work with. Despite being busy, he was always
available when we had questions. He is very professional, personable, and made sure we fully
understood allof our options. I would highly recommend the Rochester Law Center.” - Coni P.

“Great lawfirm great attorneys” - Jeffrey H.

“Chris is professional, courteous, and knowledgeable. He explains everything in a way that is


easy
to understand.” - Kimberly S.

“I have engaged Chris's services on a couple of issues that have came up in personal and
business matters. He has resolved them in a timely manner at a reasonable cost. I have
recommend him a couple of times to friends and he did exactly the same for them.” - Mike B.

Book Your Free Phone Call Today!


https://rochesterlawcenter.com/estate-planning-consult/

www.rochesterlawcenter.com www.rochesterlawcenter.com
23

DISCLAIMER
Rochester Law Center is not affiliated with any government agency.
This publication is intended to be informational only. No legal advice is being given and no attorney-
client relationship is intended to be created by reading this material. If you are facing legal issues,
whether criminal or civil, seek professional legal counsel to get your questions answered.

Rochester Law Center, PLLC


805 Oakwood Dr, Ste 125
Rochester, MI 48307 (248) 613-0007
frontdesk@rlclawyers.com

www.rochesterlawcenter.com www.rochesterlawcenter.com

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