Important Roles
At Blue Chip Estate Planning, We Help You Select the People in Your Life to Fill These Important Roles:
- Durable Power of Attorney - for Financial Matters
- Health Care Power of Attorney - for Health Care
- Guardian - for Your Children
Who is Going to be the Financial Boss of Your Estate?
We refer to the person(s) named agent under your Durable Power of Attorney for financial matters, the successor trustee of your living trust, and personal representative of your probate estate, if applicable, as the “financial boss” of your estate. It is typical to choose the same person for these roles, although the responsibilities may vary slightly. The financial boss will also likely need the help of investment advisors, attorneys, and tax professionals.
Choosing Your Health Care Power of Attorney
Choosing Your Health Care Power of Attorney
Choosing a Guardian for Your Children
Learn more about choosing your Financial Boss, Health Care Power of Attorney, and Guardian:
Do you Know About the New Michigan Powers of Attorney Act?
Do you Know About the New Michigan Powers of Attorney Act?
Read more about these important changes.
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About Us
Blue Chip Estate Planning, PLLC is part of the Blue Chip Partners’ family of companies offering you the option of a one-stop solution for your estate planning, financial planning, and investment needs. Our goal is to be your all-in-one solution.
Blue Chip Partners, LLC is a wealth management firm that provides highly personalized financial planning and portfolio management services to over 800 clients. Blue Chip Partners has 31 employees and over $1.5 billion in assets under management as of December 31st, 2024.
