Welcome to Our Website

 

 

Karen L. Stewart is an attorney with over 20 years experience in estate planning and administration of estates. She works diligently with families to prepare a custom estate plan that meets each family's goals, avoids probate and minimizes estate taxes. Karen educates clients on how to avoid probate and assists them in creating a will, setting up a trust and choosing an executor and other agents. Because she is a CPA, Karen can also advise you on trust accountings, estate tax returns and minimizing or eliminating estate taxes.

   

Online do-it-yourself forms are risky, click here to read.  Don’t jeopardize the future of your loved ones. Karen will prepare an affordable, fixed fee plan that not only implements your wishes but also meets Michigan and Federal estate laws. You will learn how to protect your assets by funding your Trust and how to designate IRA and 401(k) beneficiaries for tax deferral benefits.

 

Serving the following communities: Novi, Southfield, Livonia, Northville, Farmington, Farmington Hills, Commerce Township, West Bloomfield, Plymouth, Canton, Milford, South Lyon, Walled Lake, Waterford and Wixom.


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Free 30-Minute Consultations

Karen offers FREE 30 minute, no obligation consultations with seniors. Currently accepting appointments at the Novi Older Adult Services Meadowbrook Activity Center - from 2:00 - 4:00 p.m. on the Second Monday of every month. Sign-up by either visiting Novi Older Adult Services or calling (248) 347-0414. The free consultations are not limited to residents of Novi. See the following flyer for more information:

Novi Older Adult Services Meadowbrook Activity Center, 25075 Meadowbrook    

 

Check it Out!

We now have a "Checklist for Funding your Trust." This will help guide you through the steps you need to take to make sure all of your assets have been transferred to your Trust, thereby avoiding probate of your estate.

 

Click here for the checklist.


 

Planning Your Estate

Questions to ask in choosing the right person for the various position; executor, trustee, guardian of children, power of attorney and patient advocate.

  

Click here to find out more.

 

 

 

IMPORTANT:  We have updated our Durable Power of Attorney documents for changes in the law. The Michigan statute now requires your agents to sign an “Acknowledgment” that they understand their duties. We have also improved our Patient Advocate Designation documents so your patient advocate may temporarily delegate his or her duties to your successor patient advocate if he or she is unavailable, thus making sure your proper care is never interrupted. PLEASE CONTACT OUR OFFICE IF YOU WISH TO HAVE YOUR DOCUMENTS UPDATED.


Did you cash those savings bonds you got as a kid? See Karen's new newsletter here to see how to search for old savings bonds.

 

 
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