Last month we gave you a list of items to consider as you are gearing up to have your tax returns prepared. One of those items was making sure that...
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Trusts Demystified: What They Are and Why You Might Need One
Not everyone is well-versed in estate planning. Terms like "trusts" can conjure images of complicated legal documents that are usually…
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Make Sure You Can Act on Their Behalf in Case of An Emergency It’s graduation time, and even though the ceremony may look a little different this year because of...
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In a previous issue, we discussed the dangers of adding a joint owner who is not your spouse to your bank account. If you did not receive the January newsletter...
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As we discussed in a previous issue, judges often use Public Administrators as Guardians, Conservators and Personal Representatives in probate matters. We went into detail about the reasons judges use...
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In Michigan, the State Public Administrator Act provides for “the administration of the estates of deceased persons in certain cases.” PA’s are appointed quite frequently as Guardian and/or Conservator for...
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One of the most common things we see with our clients is having joint owners on a bank account, such as an adult child, for convenience to the “actual” owner...
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