Karen Stewart has over 20 years of experience in estate planning &, assisting families with Wills, Trusts, Powers of Attorney, Guardianships and administering estates of their loved ones.
She works diligently with families to prepare a custom estate plan that meets each family's goals, avoids probate and minimizes estate taxes.
There are four basic documents in an estate plan:
Last Will and Testament
Revocable Living Trust
Durable Power of Attorney
Patient Advocate Designation
However, your individual needs may require more or less planning, or that other documents be prepared in addition to these basic documents.
Karen L. Stewart educates clients on how to avoid probate or probate an existing will and assists them in creating a will, setting up a trust and choosing an executor and other agents.
Because she is a CPA, Ms. Stewart can also advise you as a tax attorney on trust accountings, estate tax returns and minimizing or eliminating estate taxes.
Notice to Seniors:
From 2:00 - 4:00 p.m. on the Second Monday of every month, Ms. Stewart holds FREE 30 minute, no obligation consultations with seniors. Sign-up by visiting the Novi Older Adult Services Meadowbrook Activity Center, located at 25075 Meadowbrook Road, or calling (248) 347-0414.