Update 5-26-18, in order for my firm to become more client friendly I now take all major credit cards including PayPay. I realize some of the most important investments we make can be stalled by not having appropriate cash flow on hand. I hope you find these changes helpful.
Before your initial consultation with me, I will ask that you complete a questionnaire and bring several documents with you to your appointment, like prior estate planning documents and financial statements, so that I may better get to know you and understand your needs.
I assure confidentiality and welcome any questions you may have about necessary documentation. The information I request on my client questionnaire guides me as I make my legal recommendations and follow through with them for you. Below are a few examples of information I request from you and how I use that information for your benefit.
The attorneys and staff of McCleary & Associates, P.C. take your privacy very seriously and will never disclose your information to third parties without your prior consent. For more information about McCleary & Associates. P.C. please visit our website at mcclearylaw.com or contact me at (810) 516-5116.
Author - David McCleary
Divorce, Probate, Elder and Estate Planning Lawyer
I’ve been following 810 CrossFit online since August. Everything Joe and the other coaches preached had resonated with me, but I’ll admit I was still just a bit too nervous to join. I saw my Facebook friends doing CrossFit and thought maybe it was just a bit too ‘hardcore’ for me, so I stuck with that gym membership going through motions that weren’t helping my overall fitness all while secretly wanting to be that hardcore.
And then I made that leap. I wanted to be stronger, to be more confident in my everyday life, to be a better me. I joined the New You Challenge, a six-week challenge, in January. I was surprised by how much of a community it really was. People were introducing themselves and saying ‘hi’ as soon as I joined my first class. Before, working out was equal parts keeping my earbuds in, dodging awkward eye contact with anyone on the treadmills and following poorly written instructions on the machines.
I love that I could find a community within my community, and I’m so ready to invite more to join us! Now I can really see that I’m capable of much more than I had been doing before, and I’m excited to see my strength improve and keep pushing myself to be better. And I can't wait to prove my newfound strength and test my limits on Memorial Day with the Murph Challenge.
My workouts are no longer done alone on dreadful treadmills with music through my earbuds; they’re done laughing with friends, pushing each other to keep going.
If you’re looking to improve your health and fitness with a group of fun, encouraging people, 810 CrossFit is the place to go.
Craft Beer and CrossFit Enthusiast
Our own mortality is a very difficult reality for many to face, but there are steps we can take to protect our family and finances before and after we pass away. Estate planning is how these steps are taken, but there are multiple paths one can take. Lawyers that practice estate planning help their clients find the path that will best suit their individual needs. Wills, probates, trusts, medical directives (durable power of attorney for health care, DPOAHC) and powers of attorney are some of the main tools utilized in this process.
A Will provides the instructions on what assets will be distributed to who once an individual passes away, but these assets must individually go through a probate process before they can be allocated to the heir(s). The courts control the probate process, which is why it can be so expensive and time consuming. Therefore, many individuals and families prefer a living trust. Trusts can do the same thing as wills, but they completely avoid probate at death and prevent the courts from controlling an individual’s assets if disability occurs. However, it is still recommended to have a will in addition to a trust to “catch” any assets that were not properly funded into the trust.
Medical directives (DPOAHC) and a power of attorney are essential in estate planning because they allow for medical and financial decisions to be made on an individual’s behalf if they ever become incapacitated, or otherwise unable to make those decisions for themselves. Many people consider the durable power of attorney (POA) as the most important tool in estate planning because it allows an appointed individual to act in place of the appointer if they find themselves unable. When setting up a POA one needs to make sure that their financial firms and their lawyer are on the same page with the appointee being an accepted POA. Medical directives are the same concept as POA, but they are for medical decisions instead of financial.
Understanding the basics of wills, probates, trusts, medical directives and powers of attorney provides a rough sketch of what makes up estate planning. However, there are many variables to consider regarding what estate plan will best fit an individual and the family they wish to protect. David McCleary, a lawyer in Grand Blanc, Michigan, explains, “Every individual and every family faces unique circumstances regarding wills and trusts. For some people, a simple will is enough to properly address their needs; others will require a more comprehensive strategy.” He emphasizes that one thing everyone must do is come up with their overall goals. Doing so helps hone in on the tools needed to build the best estate plan for each individual. David has been working with clients throughout Genesee County for over 25 years and can be reached at (810) 652-5115.
Author - Megan Carry
Marketing & Creative Manager at Cherish Local
For More Information:
7 Big Estate Planning Mistakes