Estate Planning

CARES Act Estate Planning

Two Lesser-Known Estate Planning and Financial Benefits of the CARES Act

As the pandemic continues to rage and many provisions of the Coronavirus Aid, Relief, and Economic Security … Continue Reading

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Is a Trust Really Worth It?

If estate planning was a car, a will is the engine that makes it run. But an … Continue Reading

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Finding Relief in Your Retirement Plans During the COVID-19 Emergency

In response to the coronavirus pandemic, both Michigan and the federal government have introduced measures intended to … Continue Reading

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Creating or Updating Your Estate Plan While at Home During the COVID-19 Outbreak

As the COVID-19 pandemic marches on, Michigan residents are sheltering in place in our homes while others … Continue Reading

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If You Want to Include Stepchildren in Your Estate Plan, You Need to Step Up Today

Along with your will and trust, beneficiary designations on financial instruments and accounts such as insurance policies, … Continue Reading

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The SECURE Act May Make You Feel Insecure About Your Current Retirement Plan

All the years you spend planning for retirement and all of the thought and foresight you put … Continue Reading

Estate Planning for Families With Young Children: Choosing a Guardian

Which life event, more than any other, spurs people to get serious about estate planning? Having children. … Continue Reading

Do Trustees, Personal Representatives, Conservators, and Guardians Need to Provide a Seller’s Disclosure Statement When Selling a Home in Michigan?

If you have ever sold real estate in Michigan – specifically a home with one to four … Continue Reading

How to Legally Disinherit an Heir

Estate planning is a deeply personal undertaking. Many important and profound questions need to be asked and … Continue Reading

Assets that Pass Outside of Probate in Michigan

When a person dies, everything he or she owned becomes part of his or her estate. The … Continue Reading

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