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Open/Close Menu We provide comprehensive planning to manage and protect clients’ assets for their family and other beneficiaries. We invite you to contact us for a consultation to learn how we may be able to help you with your estate planning needs, business succession planning or probate/trust administration matters.

Every new administration brings the potential for change—and that includes your estate plan.

From estate tax exemption thresholds to capital gains law and asset protection rules, political shifts can affect how well your current plan works. At Axis Estate Planning, we’re not about panic—we’re about preparation.

Click here now to take our quick 4-question survey to see if your assets could be at risk.

Whether you’re just starting out or have an existing trust and will in place, now is the time to review your documents, strategies, and financial structure to make sure they still serve you and your family.

🔍 Not sure where to begin?
Book a complimentary consultation with Axis Estate Planning and gain clarity, confidence, and control.

📅 https://axisattorneys.com/

At Axis Estate Planning, we believe that true estate planning isn’t just about preparing for what happens after you’re gone—it’s about protecting your future while you’re living, thriving, and caring for those you love.

Today, one of the most important aspects of modern estate planning is planning for long-term care—and understanding how Medicaid fits into that plan.

With healthcare costs climbing and long-term care making headlines, it’s more critical than ever to have a strategy in place that secures your care without sacrificing your financial legacy.

The True Cost of Long-Term Care

The reality is stark: whether through a nursing home or in-home services, the cost of long-term care can deplete a lifetime of savings in just a few short years.

  • The average annual cost of nursing home care now exceeds six figures.

  • Medicare offers limited healthcare benefits—and crucially, it does not cover extended nursing home stays.

  • Medicaid is often the only financial safety net available for long-term care.

But qualifying for Medicaid isn’t as simple as it seems. Strict income and asset limits mean that without the right planning, families may be forced to spend down their life savings just to become eligible.

At Axis, we believe you deserve better.

How Estate Planning and Medicaid Work Together

Without thoughtful estate planning, the dream of passing on a legacy—or even maintaining financial dignity in later years—can slip away. That’s why integrating Medicaid planning into your estate plan is a powerful, proactive move.

Here’s how we help you protect what matters most:

  • Irrevocable Trusts: These trusts can safeguard your assets from being counted against Medicaid eligibility while still providing security for your loved ones.

  • Asset Protection Planning: Carefully structuring how your assets are held can help preserve your wealth for future generations.

  • Strategic Gifting: With the right timing and strategy, gifting can reduce your countable assets and help you meet Medicaid eligibility guidelines without risking penalties.

  • Spousal Planning: If you’re married, we help you navigate Medicaid rules that can protect the healthy spouse from financial devastation while securing care for the other.

  • Planning ahead—ideally years before care is needed—gives you the best opportunity to shield your family’s future. Waiting for a health crisis can severely limit your options.

 

Why Early Planning Matters

The best time to plan for long-term care is when you’re healthy, vibrant, and able to make clear, confident decisions about your future.

A well-structured estate plan integrated with Medicaid strategies:

  • Ensures access to quality care when you need it most

  • Protects your home, savings, and retirement accounts

  • Preserves your ability to leave a meaningful legacy to those you love

Estate planning isn’t just about who gets what—it’s about ensuring peace of mind, stability, and security for every chapter of life.

At Axis Estate Planning, we’re here to walk this journey with you—listening, guiding, and crafting a plan that honors your life’s work and protects your family’s future.

Let’s Talk About Your Future

As healthcare costs and public benefits continue to evolve, partnering with an experienced estate planning attorney who understands Medicaid is more important than ever.

At Axis, we bring trusted guidance, thoughtful strategy, and a deep commitment to protecting what matters most—your family, your legacy, your life.

Visit Us: 900 Wilshire Drive, Suite 105, Troy, MI 48084
Call Us: (248) 920-9398
Learn More: www.axisattorneys.com

Axis Estate Planning
Trusted. Thoughtful. Here for what matters most.

At Axis Estate Planning, we understand that family means so much more than tradition. Today’s families come in beautifully diverse forms—second marriages, stepchildren, life partners, and chosen families who stand by you through every season of life.

But with that beautiful complexity comes some unique challenges, especially when it comes to protecting the people you love most. Without a thoughtful, tailored estate plan, blended families can face unintended disinheritance, painful disputes, and financial hardships that tear at the bonds you worked so hard to build.

Your family deserves better. You deserve a plan crafted just for you.

The Risk of Waiting

If your family doesn’t fit the “traditional mold,” relying on a basic will—or worse, no plan at all—can leave your legacy vulnerable.

Here’s where things often go wrong:

  • Unintended Disinheritance: If you leave everything to your spouse, trusting them to later provide for your children from a prior relationship, there’s no legal guarantee they will—or even can. They can leave those assets to new spouses, their own children, or anyone else.

  • Conflict Between Loved Ones: Without clear instructions, surviving spouses and children can end up in painful disputes, often requiring costly and emotionally draining court involvement.

  • Ex-Spouses Managing Your Children’s Inheritance: If minor children inherit assets without guidance, an ex-spouse could step in to manage their money—something you may strongly want to avoid.

  • Outdated Beneficiary Designations: Life changes fast. If you haven’t updated your life insurance, retirement accounts, or payable-on-death accounts after a divorce or remarriage, your assets could go to someone you no longer intend.

You’ve built a life you love. Let’s make sure it’s protected with the same care.

How Axis Estate Planning Helps Blended Families Thrive

At Axis Estate Planning, we believe no two families are the same—and estate planning should never be one-size-fits-all. We listen. We understand your story. And we craft a plan that captures the full heart and complexity of your family dynamics.

Here’s how we protect your legacy:

  • Trusts Over Wills: A well-crafted trust can provide income or specific support for your spouse while ensuring the remainder of your assets pass to your children or others you choose. It’s a safeguard that helps protect against unintended disinheritance.

  • Crystal-Clear Instructions: We help you clearly spell out who inherits what—from biological children to stepchildren to cherished friends—ensuring your wishes are honored.

  • Updated Beneficiaries: We guide you through reviewing and updating your beneficiary designations so your life insurance and retirement plans match your estate goals.

  • Choosing the Right Trustee or Executor: Selecting a neutral party can help prevent conflict. We’ll help you pick someone fair and impartial to ensure your wishes are carried out with integrity.

  • Planning for Long-Term Care: We help you safeguard assets with smart Medicaid planning and asset protection trusts, so your family’s future remains secure even if long-term care becomes necessary.

Honest Conversations, Lasting Peace

The heart of blended family planning isn’t just about legal documents—it’s about honest, meaningful conversations. Setting clear expectations today helps prevent misunderstandings tomorrow.

At Axis Estate Planning, we’re not just here to draft papers—we’re here to protect your family’s story, your hopes, and your dreams with wisdom, compassion, and care.

If you’re part of a blended or beautifully complex family, don’t leave things to chance. Let’s create a plan as special as the life you’ve built.

Visit Us: 900 Wilshire Drive, Suite 105, Troy, MI 48084
Call Us: (248) 920-9398
Learn More: www.axisattorneys.com

Axis Estate Planning
Trusted. Thoughtful. Here for what matters most.

When most people think about estate planning, they picture wills, trusts, and the careful distribution of assets. But at Axis Estate Planning, we know there’s another crucial piece that often gets overlooked—life insurance. It’s not just a policy; it’s a legacy of love, support, and peace of mind for those who matter most.

A Financial Cushion in Times of Grief

Losing a loved one is never easy. Alongside the emotional toll, families are often faced with the unexpected financial weight of final expenses. With funeral costs ranging from $7,000 to $12,000 or more, life insurance offers immediate, tax-free support—so your family can focus on healing, not hustling for funds.

Immediate Support When It Matters Most

Life insurance does more than just cover funeral expenses—it provides a lifeline for your loved ones. Unlike many estate assets, life insurance benefits typically bypass probate, reaching beneficiaries quickly and directly. That means your family can cover daily living expenses, pay down debts, continue mortgage payments, or even invest in a child’s education—without delay.

It’s not just about money. It’s about ensuring stability during chaos and showing your loved ones they’re cared for—even in your absence.

Planning Ahead: Protecting Your Legacy with Life Insurance Trusts

If your estate is sizable, you may be looking at estate taxes that could significantly reduce what your heirs receive. That’s where an Irrevocable Life Insurance Trust (ILIT) can become a game-changer. By placing your life insurance policy into a trust, the death benefit is kept outside your taxable estate, helping maximize what gets passed on to your family.

With current federal estate tax exemptions set to shift in 2025, now is the time to act. But ILITs are a long-term commitment—so it’s essential to work with trusted professionals who understand both the nuances and the heart behind the planning.

At Axis Estate Planning, we combine the legal precision of estate law with the human-centered care of families who simply want to do right by the ones they love.

What to Know Before You Purchase

Life insurance isn’t one-size-fits-all. Factors like age, health, and the type of policy (term, whole, or universal) all play a role. Navigating these decisions can feel overwhelming—but that’s why we’re here.

Our team works hand-in-hand with your financial advisor to ensure every choice supports your long-term estate planning goals, aligns with your values, and makes the most sense for your family’s unique future.

Final Thoughts: A Legacy of Love and Security

At Axis Estate Planning, we believe estate planning is about more than just protecting your assets—it’s about protecting your people. Life insurance is one way to extend your love beyond your lifetime—helping your family move forward with confidence, dignity, and security.

Let’s plan with purpose. Let’s create peace of mind—together.

 

Visit Us: 900 Wilshire Drive, Suite 105, Troy, MI 48084
Call Us: (248) 920-9398
Learn More: www.axisattorneys.com

Axis Estate Planning
Trusted. Thoughtful. Here for what matters most.




Finding Peace, Purpose, and Empowerment Through Estate Planning

Receiving a terminal diagnosis is a life-altering moment—one that comes with a surge of emotions and an avalanche of uncertainty. But in the midst of the unknown, there is a path to clarity. With thoughtful estate planning, you can take meaningful steps to protect your loved ones, ensure your wishes are honored, and create a lasting legacy of love and intention.

At Axis Estate Planning, we are here to walk beside you—offering trusted guidance, compassionate support, and the legal tools you need to plan with confidence.

Secure Your Legacy with a Review of Your Current Plan

If you already have an estate plan in place, this is the time to revisit it. Wills, trusts, and other essential documents should reflect your current wishes and the unique needs of your family. Small updates can make a significant impact—ensuring your assets pass exactly how you intend and minimizing any confusion or delays for your loved ones.

Beneficiary designations—often overlooked—should also be reviewed. These are critical on retirement accounts, life insurance policies, and other financial assets. One mismatched name or outdated form can derail even the most well-crafted estate plan.

And if you have a trust, don’t forget to fund it properly. This means retitling or transferring intended assets into the trust’s name, ensuring they are managed and distributed according to your instructions.

Empower Your Advocates with Powers of Attorney

When facing serious illness, making sure you have powers of attorney in place is essential. A financial power of attorney gives someone you trust the ability to manage your finances, pay bills, and handle property if you become unable to do so.

Equally important is a healthcare power of attorney—someone who can speak for you when you can’t speak for yourself. Pair this with a living will that outlines your wishes around medical care, especially in regard to life-sustaining measures. This relieves your loved ones from the heavy burden of guessing what you would want.

Explore Trust Strategies That Fit Your Family’s Needs

Depending on your circumstances, various trusts can offer security and peace of mind. A revocable living trust can help avoid probate and provide smooth asset management. If you have minor children or dependents with special needs, a trust ensures their care is handled with compassion and financial responsibility.

In some cases, irrevocable trusts can offer protections for long-term care planning and Medicaid eligibility. Every family is unique—working with an experienced estate planning attorney can help tailor the right approach for your situation.

Prepare for Long-Term Care While Protecting What Matters

If nursing home care may be needed, Medicaid planning becomes a crucial part of your estate strategy. While the rules are complex, there are ways to preserve assets for a spouse or family while still qualifying for benefits. Proactive planning can help prevent unnecessary financial strain and give your family more security during a difficult time.

Create a Legacy of Love and Intention

Estate planning isn’t only about legal documents—it’s about the memories, messages, and meaning you leave behind. Whether it’s charitable giving, writing a letter of wishes, or recording a heartfelt message for your loved ones, these personal touches can be more valuable than any asset.

They are a reflection of who you are, what you believe, and how you wish to be remembered.

Let Axis Estate Planning Help You Find Peace of Mind

While it’s natural to feel overwhelmed, delaying action can create more stress for your loved ones down the road. At Axis Estate Planning, we help individuals and families navigate these decisions with clarity, compassion, and confidence.

Let us help you put the pieces in place—so you can focus on what truly matters: cherishing time with those you love and embracing the comfort of knowing your wishes will be honored.

📍 Visit Us: 900 Wilshire Drive, Suite 105, Troy, MI 48084
📞 Call Us: (248) 920-9398
🌐 Learn More: www.axisattorneys.com

Let us help you plan for your family’s future with confidence and peace of mind.

Losing someone you love unexpectedly is one of life’s most painful experiences. The shock, the grief, the confusion—it all comes rushing in at once, making even the simplest decisions feel impossible. At Axis Estate Planning, we understand how overwhelming these first days can be, and while no guide can take away the heartache, having a few steady steps to follow can help bring a sense of calm during the storm.

This gentle guide is here to help you navigate some of the immediate responsibilities that arise after a sudden loss, so you can focus on what matters most—being there for each other.

 

1. Obtain the Death Certificate

An official death certificate is essential to begin the legal and administrative processes ahead. You’ll need it to notify financial institutions, insurance providers, government agencies, and more. We recommend ordering several certified copies, as many institutions require their own.

If your loved one had a will or trust, the death certificate is usually the first document needed to initiate the probate or estate administration process. Our team at Axis Estate Planning is here to help guide you through what those steps look like and what’s required in the state of Michigan.

 

2. Notify Close Family, Friends, and Employers

In the midst of your grief, sharing the news can feel emotionally exhausting—but it’s an important step. Begin by informing immediate family, close friends, and your loved one’s employer if they were still working. Doing so allows loved ones to come together in support and ensures that final paychecks and any employee benefits can be addressed promptly.

Some families also choose to share a respectful notice on social media as a way to inform extended networks who may want to offer condolences or attend services.

 

3. Locate Funeral or Memorial Wishes

If your loved one had pre-arranged funeral or memorial plans—whether formally documented or shared with a family member—do your best to locate those instructions. If none exist, the responsibility of planning falls to the next of kin.

You may also be eligible for assistance from the Veterans Administration, religious organizations, or community groups. Whatever the form, funerals and memorials are more than ceremonies—they are a space for connection, storytelling, and the beginning of healing.

 

4. Secure Property and Protect Belongings

This is one step that’s easy to overlook but incredibly important. If your loved one lived alone, take care to secure their home and valuables. Change locks if necessary, collect any sensitive documents or keepsakes, and consider forwarding their mail to avoid identity theft or missed bills.

If pets were left behind, arrange for their care promptly. Taking these actions helps preserve your loved one’s legacy and protects against unnecessary complications.

 

5. Locate the Will or Estate Plan

If an estate plan or will exists, now is the time to locate it. Check for secure places like safes, fireproof lockboxes, or filing cabinets—and don’t hesitate to contact your loved one’s attorney, who may have a copy.

This plan outlines how assets should be distributed and who will handle affairs. If no will exists, Michigan’s intestate succession laws will dictate how assets are divided—which may or may not reflect your loved one’s wishes.

At Axis Estate Planning, we often say that having a plan in place is one of the most meaningful gifts you can give your family. It provides clarity when they need it most—and ensures your wishes are honored.

 

A Final Thought: You’re Not Alone

Grief isn’t linear, and healing doesn’t happen overnight. But you don’t have to carry this burden by yourself. Reach out to your support system—family, friends, counselors, clergy—and allow yourself the space to grieve.

If you’ve been putting off your own estate planning, this moment may be the gentle nudge you need. Preparing your plan is not just about protecting your wealth—it’s about protecting the people you love, long after you’re gone.

We’re here to walk that path with you, every step of the way.

 

Visit Us: 900 Wilshire Drive, Suite 105, Troy, MI 48084
Call Us: (248) 920-9398
Learn More: www.axisattorneys.com

Axis Estate Planning
Trusted. Thoughtful. Here for what matters most.

At Axis Estate Planning, we recognize that estate planning extends beyond physical and financial assets. Today, our digital footprint—spanning social media, banking, cryptocurrency, email, and more—plays a significant role in our lives. But what happens to these assets when we’re gone?

A digital Will ensures that your online presence is handled according to your wishes after your passing. Unlike a traditional Will, which distributes tangible assets, a digital Will outlines what should happen to your online accounts, digital media, and other virtual assets. Without one, your loved ones may struggle to access or manage your digital estate, and some accounts may be lost forever.

Why a Digital Will Matters

Many people assume that their online accounts will automatically transfer to their loved ones, but that’s rarely the case. Each platform has its own policies for posthumous access, and without clear instructions, your family may face significant legal and logistical challenges.

By including a digital Will as part of your estate plan, you can:

  • Identify and organize your digital assets
  • Ensure your loved ones know how to access your accounts
  • Prevent valuable accounts from being lost or locked
  • Specify which accounts should be deleted, transferred, or memorialized

Without proper planning, your family may be left navigating a complex maze of digital accounts, some of which could hold financial or sentimental value.

What Digital Assets Should Be Included?

Your digital Will should account for a variety of assets, including:

  • Financial Accounts & Cryptocurrencies: Online banking, Bitcoin, PayPal, Venmo, digital wallets
  • Social & Personal Accounts: Social media profiles, dating apps, YouTube, email accounts
  • Rewards & Memberships: Frequent flier miles, credit card points, subscription services
  • Business & Legal Accounts: Website ownership, crowdfunding accounts, digital tax records
  • Digital Collectibles: NFTs, online investment platforms

Some of these assets have direct monetary value, while others are deeply personal. Without a plan, your family may struggle to locate and manage them—or worse, lose access entirely.

How to Secure Your Digital Legacy

To ensure your digital assets are properly managed, take the following steps:

  • Create an Inventory – List all your online accounts, securely store login details, and document instructions for each.
  • Appoint a Digital Executor – Designate a trusted individual to manage your digital assets in accordance with your wishes.
  • Check Platform Policies – Some platforms, like Facebook and Google, allow you to assign a legacy contact or beneficiary.
  • Store Securely – Keep account details in a secure location, such as a password manager or legal document.
  • Integrate with Your Estate Plan – Work with an estate planning professional to ensure your digital Will aligns with your overall legal strategy.

Protect Your Online Legacy with Axis Estate Planning

As estate planning evolves, Axis Estate Planning is committed to helping you protect all of your assets—both tangible and digital. We guide clients in crafting digital Wills that ensure their online presence is handled exactly as they wish.

Don’t leave your digital assets to chance. Contact us today to secure your online legacy and integrate it into a comprehensive estate plan.

Axis Estate Planning
900 Wilshire Drive, Suite 105, Troy, MI 48084
(248) 920-9398
www.axisattorneys.com

We often discuss the benefits of estate planning, but understanding the consequences of failing to plan is just as important. Without a proper estate plan, your assets may not be distributed according to your wishes. Here’s what can happen if you don’t have an estate plan in place.

1. Your Assets Will Be Distributed by the State

If you pass away without a will or trust, your estate assets will be distributed according to intestate succession laws. This means that the state—not you—determines who receives what, based on a strict formula. Unfortunately, these laws do not consider personal relationships, estranged family members, or blended family dynamics.

2. Some Assets Are Not Subject to Intestate Succession

Certain assets may bypass intestate succession laws, including:

  • Funds in an IRA, 401(k), or other retirement accounts
  • Property held in joint tenancy or tenancy by the entirety
  • Proceeds from life insurance policies
  • Payable-on-death bank accounts
  • Securities in a transfer-on-death account

However, most other assets are distributed according to state laws, which may not align with your wishes.

3. Blended Families Face Unique Challenges

For individuals who have remarried or have children from multiple relationships, intestate succession can create unintended conflicts. Without an estate plan, the state determines whether your current spouse or ex-spouse inherits your assets. If you have children from different marriages, the state will decide how your estate is divided among them—potentially creating discord among family members.

4. Your Children’s Financial Future May Be at Risk

If you have minor children or children who are not financially responsible, an estate plan allows you to designate how and when they will receive their inheritance. Without such protections, their inheritances could be quickly squandered due to poor financial decisions or taken advantage of by outside influences.

Plan Ahead to Protect Your Loved Ones

An estate plan helps ensure that your assets are distributed according to your wishes, reduces the likelihood of family disputes, and provides financial security for your loved ones. At Axis Estate Planning, we assist families in creating estate plans tailored to their unique needs.

Contact Axis Estate Planning Today
📍 900 Wilshire Drive, Suite 105, Troy, MI 48084
📞 (248) 920-9398
🌐 www.axisattorneys.com

Take control of your legacy. Schedule a consultation with Axis Estate Planning today.

When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail. These designations determine who will receive your assets—such as retirement accounts, life insurance policies, and bank accounts—upon your passing. Keeping them current is essential to ensure your wishes are honored and your estate plan functions as intended.

At Axis Estate Planning, we emphasize the importance of keeping your beneficiary designations updated as part of our commitment to helping you Plan for Your Future and Protect Your Legacy.

 

Why Beneficiary Designations Are Crucial

Many people don’t realize that beneficiary designations take precedence over other estate planning documents, such as wills or trusts. For example:

  • Even if your will states that your assets should go to your children, if your life insurance policy lists an ex-spouse as the beneficiary, the ex-spouse will receive the payout.
  • This highlights the importance of regularly reviewing and updating your beneficiary information to ensure it aligns with your current wishes.

 

Consequences of Outdated or Incorrect Beneficiary Designations

  1. Unintended Recipients
    Major life events—such as marriage, divorce, or the birth of a child—can result in assets going to someone you no longer intend to benefit or in an uneven distribution among beneficiaries.
  2. Legal Complications
    If no beneficiary is listed or the named beneficiary has predeceased you, the asset may go through probate, leading to delays and additional costs.
  3. Family Disputes
    Misaligned beneficiary designations can create conflicts among family members, leading to unnecessary tension and potential legal challenges.



The Importance of Regular Reviews

Life is dynamic, and your estate plan should evolve to reflect those changes. Regularly reviewing your beneficiary designations ensures:

  • Direct Asset Transfers: Assets pass directly to intended recipients, avoiding probate.
  • Alignment with Estate Plans: Your designations match your will, trust, and overall estate strategy.
  • Tax Efficiency: Minimizing tax liabilities for your estate and beneficiaries.

 

Professional Guidance Is Key

Beneficiary designations may seem like simple forms, but they are a powerful tool with significant legal and financial implications. An inaccurate or outdated designation can undermine the effectiveness of your estate plan.

  • Whether you’re designating beneficiaries for specific assets or working on a comprehensive estate plan, consulting with an estate planning attorney ensures your designations align with your goals.
  • At Axis Estate Planning, we provide personalized guidance to make sure your estate plan—including beneficiary designations—works seamlessly to protect your legacy.

 

Take the Next Step with Axis Estate Planning

We’re here to help you navigate the complexities of estate planning with confidence and care. Regularly reviewing your beneficiary designations is a simple yet essential step in ensuring your estate plan meets your needs and safeguards your family’s future.

📍 Visit Us: 900 Wilshire Drive, Suite 105, Troy, MI 4884
📞 Call Us: (248) 920-9398
🌐 Learn More: www.axisattorneys.com

 

Plan for Your Future and Protect Your Legacy

Let Axis Estate Planning help you secure your future and protect what matters most. Contact us today to schedule a consultation and take the first step toward creating a comprehensive, up-to-date estate plan.

When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of our lives. But your legacy is much more than that. It includes your memories, values, wisdom, family history, and more that do not necessarily have monetary value. How can you pass those on to future generations?

Start by documenting your stories. Consider writing them down or creating a recording of yourself sharing memories about your parents, grandparents, and other relatives. Don’t just recount where they lived and what they did for a living. Strive to convey a sense of who they were, what they valued most in life, and the principles they cherished.

You’ll want to take a similar approach in sharing your own story. Describe why you made certain decisions, the lessons you learned from mistakes, how you achieved success, and what you might do differently if given the chance. Photos can be a powerful way to preserve history, so be sure to organize and store images that depict your life and that of your family members. You might even want to create a website where stories and photos can be shared, allowing family members to contribute their own memories.

Let’s also think about sentimental items. These may not have great monetary value but are rich with meaning, such as an old watch owned by an uncle or a rocking chair that belonged to your mother. Family disputes often arise over items like these. To prevent misunderstandings, if a child has shown interest in an object, you can specify in your will that he or she will inherit it. For sentimental objects without clear “claims,” consider using an estate planning letter to assign them to someone special and explain their significance.

What about your values? Is there a way to ensure they are passed on? One effective method is to use tools like an Incentive Trust, which can encourage specific behaviors or accomplishments. For example, your trust could reward children for completing their education, pursuing a profession, buying a home, or engaging in charitable work.

Ultimately, you might be surprised by how much the non-material aspects of your legacy—your values, wisdom, and family history—can mean to your loved ones and future generations. These intangibles are often what family members treasure most.

Ready to Plan Your Legacy?

At Axis Estate Planning, we’re here to help you protect your legacy in all its forms. Whether you want to preserve family stories, safeguard sentimental items, or create an Incentive Trust, we can guide you through the process. Contact us today at (248) 920-9398 or visit us at www.axisattorneys.com to schedule a consultation.

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