Saturday | January 15, 2022

Stewardship Well Done Journey
Step 3 – Essential Documents
Roadblock #2 – I Can’t Decide!

We work with many people who initiate essential documents, but never bring the process to completion. In many cases, they are tripped up because they can’t make a decision on an important element. Perhaps spouses don’t agree on the distribution, a “perfect” guardian can’t be found for the children, or they don’t want a family member to feel slighted. Whatever the reason, the process is stalled and the documents are never finalized.

The first step to moving forward in this situation is to acknowledge that the “perfect solution” likely doesn’t exist. But it is an act of good stewardship to make sure these decisions stay under your control and out of the court system. While the court has good intentions, the decisions it makes will likely be far less “perfect” than any decision you make.

If you are truly “stuck” on a decision, just ask yourself, “If the decision HAD to be made today, what would I do?”. Essential documents are easy to change as your life situation changes. So make the best decision you can today … and update in the future if necessary.

FINANCES

SAVVY LIVING

How to Get Your Affairs in Order
I would like to get my personal, legal and financial information organized so my children will know what is going on when I am no longer around. Can you offer any tips on the best way to accomplish this?
Read More »

PERSONAL PLANNER

Trusts to Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child.
Read More »

WASHINGTON NEWS

Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
Read More »

DONOR STORY

The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
Read More »

Content from Crescendo Interactive. 

CONTACT US TODAY TO BEGIN THE CONVERSATION

We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care. 

Hours

Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed

FMF Financial Services

8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283
(517) 750-2727: phone
(517) 750-2752: fax