We encourage all of our clients to update their estate plans every two years, or as major life changes occur. The following major life changes would dictate an update in your estate plan:

• Births
• Deaths
• New property acquired
• Sale of property
• Marraige
• Divorce
• Cancellation of accounts or policies
• New accounts or policies
• Changes to personal representatives, trustees or patient advocates
• Desire to change distribution pattern of your estate plan

Please contact us at (517) 333-5789 or via e-mail at

• Schedule an estate plan review
• Schedule a general appointment
• Request information regarding our upcoming events
• Sign up for upcoming events
• Make any changes to your current client information
• Ask questions about your current estate plan