Estate Planning

October 25, 2021

How Should I Incorporate Tax Deferred Assets into My Gifting Plan?

In Michigan, you have many things to think about when you first approach your estate plan. You want a plan that will help you enter retirement […]
September 20, 2021

What Happens If I Don’t Appoint a Personal Representative in My Michigan Will?

A personal representative is still required to handle the administration of probate in your case and Michigan law spells out the priority for who can be […]
August 17, 2021

Does a Trust Prevent Court Control of Assets if I’m Incapacitated?

Does a Michigan living trust avoid probate and prevent control by the court if I’m incapacitated? If something happens to you and you’re no longer able […]
August 4, 2021

When Updating My Trust, Can I Write on the Original Document?

If you already put together a trust in Michigan but want to change it, this is a big benefit to using revocable tools in the first […]
July 16, 2021

Can I Disinherit My Spouse in Michigan?

Disinheriting a spouse is of particular interest to those parties who wish to have a personalized estate plan that intentionally doesn’t leave anything to a married […]
July 2, 2021

What’s Required to Challenge a Will in Michigan?

If you’re thinking ahead about your estate planning and are concerned about the possibility of someone challenging your will and slowing down the administration of your […]
June 17, 2021

How Long Will Michigan Probate Take?

When you pass away, your affairs must be closed out with the help of the courts. This involves appointing a person to handle your Michigan probate […]
June 1, 2021

Will an Underage Trust Beneficiary Receive Assets in Michigan After I Pass Away?

Creating a will likely means that you’re going to include some or all of your children in it with the intention that you will be around […]
May 19, 2021

Is Your Net Worth on Par with Retirement Peers?

As you budget for retirement and the possibility of long term care, these concerns intersect directly with planning for your estate. Since you’ll have unique needs […]