A Thoughtful Approach to Home-Centered Planning…
We’re pleased to share that we now offer legal services utilizing the Home Protection Trust framework, a Michigan-specific structured approach designed to help individuals and families think more intentionally about home ownership, long-term planning, and future transitions.
A home is often one of the most meaningful and significant assets a person owns. Yet decisions about how that home should be managed, protected, or eventually transferred are frequently made informally, or only when circumstances force action. In many cases, traditional estate planning alone does not fully address the practical realities that surround a primary residence.
Bringing Structure to an Important Asset…
The Home Protection Trust framework was developed to help address this gap. Rather than focusing solely on who receives the home at death, it provides a way to think more clearly about how the home fits into a broader planning picture, including decision-making authority, continuity, and long-term considerations.
This approach allows planning to remain flexible while still offering structure and clarity as life circumstances change.
How the Framework Is Applied…
The Home Protection Trust is a proprietary planning framework developed by Protection Trust. We are authorized to use this framework as part of our estate planning services, incorporating its structure and approach when working with clients. Through it, we apply established legal principles in ways that reflect each client’s goals, family dynamics, and long-term priorities.
This framework may be invaluable for individuals and families who do not require a complete revocable trust–based estate plan but still want thoughtful planning around home ownership and future transitions. In other cases, it may complement an existing estate plan, whether will-based or trust-based, by helping clarify how a home fits within it.
Planning with Clarity and Intention…
Rather than emphasizing complexity, the Home Protection Trust focuses on clarity, continuity, and informed decision-making. It’s designed to help individuals and families move forward with confidence, knowing their planning reflects both their values and their circumstances.
We’re pleased to offer the Home Protection Trust as part of our broader estate planning and asset protection services.
Attorney Joseph C. Jones advises clients on estate planning, asset protection, business law, and real estate law matters. Joe can be reached at (906) 914-4181 or joe@jones.law. Jones Law PLC is a Michigan & Wisconsin based provider of legal services.