Copy
View this email in your browser

News from Alles Law

Did you see us on eightWest earlier this month? Tim and Terri talked about what young families can do now to protect their kids. You’ll see more of us this fall, so follow Alles Law on Facebook and Instagram to find out what stage of life we’ll cover next time!

Watch the clip here.

Not sure if you need to settle a trust or go through probate? Read this post for a quick run-down of what happens with both processes…and why professional help can make this much easier for you.

Check out the blog post here!

Q: After my mom’s death, I wasn’t sure what documents I needed to start settling her estate. What types of things should I keep track of?

A: Once we sit down with you, we’ll determine exactly which documents you need to have a successful, smooth estate settlement. But to get started, you can gather the following:

  • Copies of bills, statements, or invoices owed at the time of passing
  • Titles for vehicles owned by the deceased
  • Copy of the death certificate
  • Statements and balances for bank accounts, retirement accounts, investment accounts, and life insurance policies

Need help determining if you’ll need trust settlement or probate? Meet with our experienced Estate Settlement team for a free consultation, bring your folder with the above documents, and we’ll let you know what the path looks like from here.

Looking for something new this fall? Plan your weekends in West Michigan with these fun activities for the whole family.

Guardianships and Conservatorships have received more media coverage than ever before, and a lot of us are asking why or when these become necessary. Here’s a story to explain it a bit more:

Doug’s 79 year-old mom, Mary, was just diagnosed with Alzheimer’s. Until now, she’s been paying her bills and making her own doctor’s appointments. But she’s about to move into a skilled nursing facility, and the staff is asking Doug if he has both financial and medical powers of attorney for his mom to help make these decisions for her. He sighs, “No, I don’t.”

Doug needs to apply for both a Guardianship and Conservatorship over Mary. The Guardianship will allow him to make personal and health care decisions for his mom, and the Conservatorship appoints him to handle her finances. After he files a petition with the court, gathers paperwork, submit records, and attends a hearing, he’s now able to take care of his mom. 

This is a common process to help individuals who are seeking the legal means to continue caring for the ones they love. If this is something your family is considering, but you’re not sure where to start, schedule a free consultation and we’ll determine if it’s the right path for you.

Estate Planning in the News
 

Queen Elizabeth II’s death brought the world to a stop in September. And, after decades of seeing her wear priceless pieces of jewelry and reading about her many properties, a lot of people were left wondering: who inherits all that stuff?

If you’re curious about what happens to the royal family’s estate after the death of a monarch, read this article to find out what’s next for her $500 million fortune.

Queen Elizabeth II just died. Here’s what will happen to her $500 million fortune
Schedule your free consultation today!

FOLLOW US ON SOCIAL MEDIA!

(WE POST FUN STUFF!)
Facebook
Instagram
Website
Copyright © 2022 Generation Trust Law Group, All rights reserved.


Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.

Email Marketing Powered by Mailchimp