Resource booklet: Financial affairs at the end of life
The Michigan Association of Certified Public Accountants, together with Hospice of Michigan, offers a valuable tool to assist patients and families with organizing end-of-life financial affairs.
Our clients can find this guide at https://www.hom.org/wp-content/uploads/2014/07/Financial-Affairs-at-the-End-of-Life-Booklet.pdf.
For more information on trust and estate planning, contact a ShindelRock tax professional.