At Glenn R. Matecun, PC, we believe in an “abundance mentality” and are committed to providing Michigan residents with the knowledge they need to make informed decisions about the best way to protect themselves and their loved ones now and in the future. Our newsletter provides important information and helpful tips about the four pillars of the “planning pyramid”:

  • Incapacity planning. Illness or injury can strike at any age, which is why it’s important to make sure your power of attorney documents are in place and your wishes are known if you become unable to speak for yourself.
  • Long-term care planning. Don’t count on Medicare to pay for any nursing home care costs you may need. Medicaid can help, but it’s vital that you plan ahead to meet the program’s strict income and asset requirements while still leaving a suitable inheritance for your spouse and children.
  • Wealth transfer. If you plan ahead, you can transfer wealth to the next generation in a way that minimizes tax liability and preserves the value of the assets you’ve worked hard to accumulate.
  • Beneficiary protection. Protecting your beneficiaries can mean different things depending on your stage in life. It could mean choosing guardians for minor children, creating a special needs trust for a disabled loved one, or establishing trusts that ensure an inheritance is not being misused.

As you can see, the broad umbrella of “estate planning” encompasses much more than what’s addressed in a simple will. Regardless of your age, income, or family structure, you can benefit from taking a proactive approach to planning for life’s future challenges.

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If you’d like to be added to our mailing list, simply complete the form below to begin receiving our complimentary newsletter. There’s no cost or obligation, but we encourage you to contact our office by calling toll-free at (888) 487-6150 to schedule a free and confidential consultation when you’re ready to discuss your planning needs. Consultations are available at our Howell or Clinton Township offices or anywhere in Michigan virtually.

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