» Estate Planning

The Hazards of DIY

The Hazards of DIY

Do-it-yourself estate planning is the gift that keeps on giving. To attorneys, that is. A married client recently came in to see me. He had used one of the online document preparation services to create a revocable living trust for himself. When I re… Read More
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A Man Named Brady

A Man Named Brady

These days, families come in all shapes and sizes. Blended families are even more common now than ever. And without proper planning, it can be easier than you think to unintentionally disinherit your children. We all know the story about Mike and Car… Read More
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Protecting Your Pets with…

Protecting Your Pets with Estate Planning

This is Fred. He is a very good boy who loves walks, cuddles, and bacon. Being a responsible pet owner not only requires giving Fred lots of love (and snacks), but also ensuring that someone will step in if I am no longer able to care for him. Your e… Read More
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Prove It!

Prove It!

Earlier this month, the Michigan Court of Appeals clarified the standard of proof that must be met in determining whether a conservator has breached the fiduciary duty he or she owes to the individual whose assets are being managed under the conserva… Read More
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A Lesson Learned

A Lesson Learned

A friend of mine gave me permission to share her story in the hope that it would be helpful to others. Her brother, a single man, was recently found dead in his Florida apartment. Sadly, no one in his family knows where he banked. They do not know hi… Read More
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It May Be Time for a Chec…

It May Be Time for a Checkup

There’s a lot of buzz lately about federal estate tax. Currently, we can each pass down $11,580,000 to the next generation free of estate tax. This tax exemption increases annually with inflation, but it will be cut by more than half at the end of… Read More
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Remarry, Re-Plan

Remarry, Re-Plan

While we read reports that the divorce rate has declined over the past couple of decades, it has actually doubled for couples over age 50. A few things to keep in mind regarding your estate plan upon a remarriage: Protecting both your new spouse and… Read More
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Getting It Done

Getting It Done

Covid-19 has us all on edge. One way that I see this anxiety play out is in the increased number of calls we’re receiving from people interested in implementing or updating estate planning documents like wills, trusts and powers of attorney. One fr… Read More
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A Gift That Truly Keeps o…

A Gift That Truly Keeps on Giving

I often meet with estate planning clients who want to help their children, grandchildren, or other young ones out financially. It’s usually through gifts for education or health-related needs, or perhaps with money to buy a home or car. No client h… Read More
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Thinking Outside the Box

Thinking Outside the Box

Covid-19 is causing anxiety on just about every level. One way I see it playing out is in people preparing their own estate plan documents because they fear the worst should they catch the virus, but they think the “stay home, stay safe” orders p… Read More
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