A Property Tax Tug-Of-War

A Property Tax Tug-Of-War

Retaining a principal residence exemption (“PRE”) can sometimes be tricky. (The PRE exempts a homeowner’s principal residence from property taxes levied for school operating expenses.) Naturally, the tax assessor wants to collect every tax doll… Read More
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Land of the Free, Home of…

Land of the Free, Home of the Brave

Yesterday, we took time as a nation to honor the valor and sacrifice of the men and women of the armed forces who lost their lives defending the freedoms we are blessed to enjoy. We at Wright Beamer hope you had a chance this past weekend to celebrat… Read More
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Before You Hit

Before You Hit "Record"

Have you ever recorded a conversation or shared a conversation that you’ve recorded? If the answer is “yes,” there’s a chance you may have committed a crime! In Michigan, it’s a felony to use a device to record or transm… Read More
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Curve Ahead (Maybe)

Curve Ahead (Maybe)

The Michigan Secretary of State (“SOS”) has thrown us a curve. For as long as I can remember, it was possible to title a motor vehicle in the name of a trust. This was routinely done when a vehicle owner’s estate was being probated after death.… Read More
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Do Not Just 'Set It and F…

Do Not Just 'Set It and Forget It'

Estate planning is not usually a one-and-done deal. The estate plan you sign today may fit beautifully now, but over time changes in the law or in your circumstances could render your plan obsolete. Here are some recent examples to illustrate my poin… Read More
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"Let the Seller Beware"

There’s an old proverb, “Let the buyer beware.” A recent opinion issued by the Michigan Court of Appeals (Galvan v Poon, Mich App No. 76047, August 19, 2021), however, has turned this time-honored legal principle a bit on its head. In Michigan,… Read More
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Beware of the Promises Yo…

Beware of the Promises You Make

Some time ago, a client of mine signed an agreement to sell real estate that he co-owned with his wife. Unfortunately, he failed to consult with her beforehand. When she refused to go along with the sale, my client tried to get out of the deal by arg… Read More
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Avoiding Roadblocks

Avoiding Roadblocks

It has long been possible in Michigan to transfer a decedent’s vehicles to their closest kin without probate – as long as all the decedent’s vehicles aren’t worth more than $60,000, and the estate is not being probated. The forms to transfer… Read More
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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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Jumping Through Hoops

Jumping Through Hoops

One of the beauties of setting up a corporation is the protection you get from personal liability for company debts. One of the headaches that flows from setting up that same corporation is the extra paperwork required to properly maintain it – and… Read More
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