Take Advantage of Your Legal Services Benefit

Your benefits package includes perks that you may not even know about.

Are you familiar with the legal services benefits available to you at U of M?

This underutilized benefit can help you tackle critical tasks like estate planning.

Here’s why it matters:

Article Contents

  1. Estate planning is essential

  2. Low-cost access to attorneys

  3. New family law coverage

  4. Procrastination is costly

Estate planning is essential

Many U of M employees choose the legal services benefit but then forget to follow through afterward. You’re busy, we get it! But it’s important to create key estate documents like a will, power of attorney, or healthcare proxy. These are foundational to ensuring your wishes are carried out and your loved ones are protected.

Low-cost access to attorneys

The U of M legal plan offers access to a network of attorneys at a significantly reduced rate. This makes it easier for you to complete essential estate planning tasks without breaking the bank. Remember, it’s important to carefully choose your attorney to ensure they meet your specific needs.

New family law coverage

Starting this year, U of M employees can also use the legal services benefit for family law matters such as guardianship or divorce. This can be a valuable resource if you’re navigating complex legal situations in your personal life.

Procrastination is costly

Estate planning is one of those tasks we all know we should do, but it often gets put off. If you’ve already enrolled in the legal services plan, now is the time to schedule an appointment with an attorney and get these critical documents in place.

Need more info? You can access our webinar on-demand. Watch to learn how you can take full advantage of this often-overlooked benefit and find out about your other U of M benefit options.

Important Disclosure: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to their individual situation, you are encouraged to consult with the professional advisor of your choosing. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at https://pearlplanning.com/. Please Note: Pearly Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pearl’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a PEARL PLANNING client, please contact PEARL PLANNING, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Melissa Joy, CFP®

Melissa Joy, CFP® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.

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