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 One mismatched name or outdated form can derail even the most well-crafted estate plan.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.
