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Category: Revocable Trust

Alternate Ways to Avoid Probate

Posted onOctober 8, 2020October 8, 2020

When meeting with a client for the first time to discuss an estate plan, I usually go over the Michigan probate process. Many times, clients hear that it is important to avoid probate at all costs, and while I tend to agree with this sentiment Read More …

CategoriesEstate planning, Probate, Revocable Trust

Protecting Your Estate for Your Minor Children

Posted onOctober 6, 2020October 1, 2020

The need to provide for one’s children is usually at the top of my clients’ lists when they come in for the initial consultation to discuss estate planning. If the children are minors, that desire is often even stronger. No parent wants to die before Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust, Trustee

Working with a Financial Planner to Complete Your Estate Plan

Posted onOctober 1, 2020October 1, 2020

As an estate planning attorney, I work hard to provide my clients comprehensive estate-planning services. I stay informed on the most recent changes in elder and probate law, and I also work closely with other professionals who are experts in certain areas that overlap frequently Read More …

CategoriesEstate planning, Financial planning, Revocable Trust

Why Choose a Revocable Living Trust

Posted onSeptember 23, 2020September 22, 2020

Many times, clients will contact our office saying they need a simple will to handle their estate. While a will may cover many of their basic needs, I always like to discuss the Michigan probate process to help guide them in making the best choice Read More …

CategoriesEstate planning, Revocable Trust, Trustee

What to Consider When Selecting a Trustee

Posted onSeptember 22, 2020September 22, 2020

Estate planning involves several important decisions, one of the most important of these being who will serve as your trustee. For a married couple preparing a family living trust, the initial trustees are usually the surviving spouse, after the first spouse dies, unless extenuating circumstances Read More …

CategoriesEstate planning, Revocable Trust, Trustee, Uncategorized

Make Your Personal Representative or Trustee’s Life Better

Posted onSeptember 8, 2020September 7, 2020

In your estate plan, you should list someone you trust well to serve as your personal representative if your plan on involves a basic will or trustee if your plan involves a revocable trust. The personal representative is synonymous with executor, and he or she Read More …

CategoriesEstate planning, Revocable Trust, Trustee

Having a Family Meeting to Explain Your Estate Plan

Posted onSeptember 3, 2020September 2, 2020

An estate plan affects more than just you. It involves the whole family. The first part of making sure that you are fully prepared and have an estate plan is to create the will, trust and other necessary documents. The next step is making sure Read More …

CategoriesEstate planning, Power of Attorney, Revocable Trust, Uncategorized

The Empty Bucket: Why It Is Important to Fund your Trust

Posted onSeptember 2, 2020September 1, 2020

The idea of creating a trust in lieu of a will is appealing to many people when it comes to estate planning. Trusts have several benefits, one of which is that the person’s assets go into a trust and are then distributed to beneficiaries outside Read More …

CategoriesEstate planning, Revocable Trust

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