by Karen Stewart | May 19, 2017 | Estate Planning
After losing a loved one, it can be a very confusing and emotional time and families are often at a loss as to all there is to do to get the affairs in order and where to start. So, we have compiled a checklist to assist families through the process. The list is not...
by Karen Stewart | Apr 7, 2017 | Estate Planning
We are now able to offer our clients in Michigan a new document which the estate planning community has been seeking for years. Thirty-nine other states have already adopted similar laws and now, effective June 27, 2016, we have the “Funeral Representative Designation...
by Karen Stewart | Mar 24, 2017 | Estate Planning
The self-trusteed living trust is a popular variation of living trust. You serve as the trustee of your trust while you are alive and competent and name a successor trustee to act in the event of your death or incapacity. Assets previously held in your sole name are...
by Karen Stewart | Mar 10, 2017 | Estate Planning
There are literally tens of billions of dollars of assets that owners have forgotten about that have been turned over to the government. These include things such as bank accounts, payroll checks, dividends and contents from safe deposit boxes. For example, when a...
by Karen Stewart | Mar 3, 2017 | Estate Planning
Until very recently, Michigan had the distinction of being the only state in the union to recognize dower rights in a wife, but not reciprocal rights in her husband. On January 6, 2017, Governor Snyder signed into law SB 558 and SB 560 abolishing these rights. These...
