Your Bucket List and Beyond
Serving Northern Michigan Seniors

Estate Planning Dialogues

Attorneys Jerry L. Schmidt and Ann Victoria Hopcroft give talks on the basic considerations and variety of planning devices available to accomplish estate goals, with a focus on what is available to an individual without legal counsel, how to engage legal counsel economically where necessary and the range and variety of instruments available. Their Bucket List Pro course walks participants through preparation of some basic documents such as a simple will, durable powers of attorney and patient advocate designation.

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