by Karen Stewart | Jun 18, 2020 | Estate Planning
Now is a good time to act My office building, Americenter, is now open Monday through Friday from 9 am to 5 pm. I am now able to meet with clients in the conference rooms, provided certain protocols are followed. We all must wear masks and maintain safe...
by Karen Stewart | Apr 16, 2020 | Estate Planning
On May 5, 2020, Governor Whitmer signed Executive Order No. 2020-74 “Encouraging the use of electronic signatures and remote notarization, witnessing, and visitation during the COVID-19 pandemic” until June 30, 2020. Before the executive order, the witnessing and...
by Karen Stewart | Apr 6, 2020 | Estate Planning
Many of us are staying at home due to COVID-19, including myself. I am working in my home office and am available for telephone or video conferences. This might be a good time to update your estate plan documents and certainly, if you or someone you know has no estate...
by Karen Stewart | Feb 25, 2020 | Estate Planning
Name agents in your documents to deal with your on-line accounts. In our increasingly digital age, much of our social and financial lives are played out on-line or in the cloud. That means that our digital footprints will eventually outlive us, leaving family and...
by Karen Stewart | Jan 16, 2020 | Estate Planning
The President signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Now, for decedent’s dying in year 2020 and beyond, the Act mandates the maximum period over which an inherited IRA can be withdrawn is 10 years for most non-spouse...
by Karen Stewart | Sep 19, 2019 | Estate Planning
What can you do to keep predators from scamming your parents out of the money they saved over a lifetime? Part of the problem is that laws designed to protect their privacy can handcuff your efforts to intervene to help. “You’ll need your parents’ consent to...
