What Documents Do I Need To Submit For My Bankruptcy Case?
Filing for bankruptcy is a profoundly serious and time-consuming endeavor. You will be expected to not only provide detailed and personal information, but also documentation substantiating that information. These documents are required to prepare your bankruptcy petition, and most (but not all) must be submitted to the Trustee assigned to your case. Preparing for bankruptcy … Read more
New Judge Named to Oakland Probate Court
Oakland County families dealing with probate matters will soon see a new judge presiding over their cases. Governor Gretchen Whitmer recently announced the appointment of Nicole Huddleston to the Oakland County Probate Court, filling a partial term left open after Judge Kathleen Ryan’s resignation. For anyone with an open estate, guardianship, or conservatorship matter in … Read more
How Informal and Formal Estate Paths Differ
What Is Informal Probate in Michigan? Informal probate allows a personal representative to administer an estate with minimal court supervision once the initial paperwork is reviewed and approved. A Warren probate lawyer recommends this path whenever heirs agree on the estate plan itself, since reduced court involvement typically means lower legal fees and a faster overall … Read more
Why a Lien Notice Needs a Fast Response
A Troy taxpayer who receives a formal lien or levy notice from the IRS often assumes there is plenty of time available to figure out how to respond properly. Federal law imposes a strict thirty-day window for requesting a hearing, and missing this deadline can eliminate meaningful options before a taxpayer even fully understands what … Read more
When Settling for Less Actually Makes Sense
A Troy business owner facing overwhelming tax debt often assumes the only options are paying the full amount or facing aggressive IRS collection action such as bank levies or liens. Federal law provides a formal settlement path for qualifying businesses, and understanding this process changes how a struggling business should approach its outstanding tax liability … Read more
Basic Documents Everyone Should Consider
Do I Actually Need a Will if I Do Not Have Much? Yes. A will does more than distribute assets. It names an executor to handle your affairs, designates guardians for minor children, and directs how any property not otherwise covered by beneficiary designations should pass on to the people you actually intend to receive … Read more
COVID, EIDL DEBT, AND BANKRUPTCY: SOMETHINGS THAT BUSINESS OWNERS NEED TO KNOW
Several years ago, you took out a COVID EIDL loan to keep your business alive. Maybe it worked for a while. Maybe the business did not make it. Either way you may be burdened with a debt you cannot pay, and you just received a letter telling you the clock is running and threatening you … Read more
A Deed Named After a First Lady
An Estate Planning Tool Most People Have Never Heard Of Avoiding probate usually brings a living trust to mind first, but Michigan offers a simpler and often less expensive tool for one specific asset: the family home. The Lady Bird deed has quietly become one of the most popular estate planning devices in the state, … Read more
WHAT IS A §529 TUITION PLAN?
A big concern for many of our estate planning clients is how they can help their loved ones save for their college educations. While there are many ways one can accomplish this goal, §529 savings plans offer a tax advantaged way to pay for college tuition that saving up money in a normal bank account … Read more
A Will That Does Not Match the Person Who Signed It
A Will That Does Not Match the Person Who Signed It Family members sometimes look at a parent’s final will and see something almost unrecognizable, terms that favor one sibling dramatically, or provisions that seem to reflect a caregiver’s wishes rather than the person who supposedly wrote them. Michigan law provides a specific legal tool … Read more
Let’s Talk AboutYour Financial Future. Call For A Consultation.
For trusted help in matters of bankruptcy, estates, business, taxation or real estate, we encourage you to contact us for a no-obligation consultation. During our first meeting at our Royal Oak office, over the phone or via videoconference, you will be introduced to your main point of contact who will work closely with you throughout your case. We will take the time to listen to your story, answer your questions and develop a plan for success. No judgment, just advice geared toward your financial goals backed by decades of experience.
Please call 248-927-2755 or send us an email to learn more or to schedule an appointment. We look forward to serving you.
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