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
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
Why 2026 Tax Changes Affect Your Estate Plan
The federal cost-of-living adjustments for 2026 took effect on January 1. Many families read the headlines last fall, made a mental note, and never revisited their documents. With several months of the tax year still ahead, there is time to put the current rules to work before another set of adjustments arrives. The 2026 Federal … Read more
The Deed That Skips Probate Entirely
Passing a home to the next generation usually means either a will that still goes through probate or a trust that takes real effort to set up. Michigan recognizes a third option that lets a homeowner keep full control during life while avoiding both of those outcomes. What This Deed Actually Does An enhanced life … Read more
Michigan Probate Reform Bills Pass House
Michigan’s New Probate Reform Bills and What They Mean for Your Trust Michigan’s House of Representatives unanimously approved two probate reform bills on June 24, 2026. House Bills 4408 and 4523 address long-standing gaps in the state’s trust law, and the changes will affect how trustees, beneficiaries, and probate courts handle trust administration going forward. … Read more
3 benefits to having a health care directive in place
Many adults do not invest much in estate planning. They may delay the process or try to keep it as simple as possible, possibly by only creating a will. However, the average adult can benefit from a robust estate plan with an assortment of different documents to protect their interests under a variety of different … Read more
How can I change my will in Michigan?
Your estate plan is not set in stone. You can make alterations to the vast majority of estate planning documents up until the moment that you pass away, as long as you have the mental capacity to make those changes. As a result, it is wise for people to know that updates to an estate … Read more
How should you choose a successor trustee?
Many adults who are drafting estate planning documents in Michigan consider adding a trust to their strategy. Trusts can shield people from taxes, protect assets from creditors, help people qualify for Medicaid and prevent beneficiaries from misusing inherited assets. There are many different kinds of trusts, some of which people fund at the time of … 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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