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Pet Trusts

A trust for the care of a designated domestic or pet animal is valid in Michigan. The trust terminates when no living animal is covered by the trust. The trust will be liberally construed by the probate court to carry out the general intent of the tr… Read More
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Categories: Estate Planning

Decedent Estate Administration and Will Admission - Statutory Priority for Appointment

Statutory Priority for Appointment: 1. Person, or persons, nominated as Personal Representative in the will. 2. If there is a will, the decedent’s surviving spouse if he/she is a devisee. 3. If there is a will, other devisees. 4. Surviving spou… Read More
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Categories: Estate Planning

Few Americans Have an Estate Plan

Studies show that only 30% of all Americans have a Last Will and Testament in place. Even less have set up a power of attorney or patient advocate designation. Why don't the vast majority of Americans have an Read More

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Categories: Estate Planning

Estate Planning for Baby Boomers

Originally published in WealthCounsel Newsletter July 2013 The boomers are coming! That’s the gist of the many reports and news stories that have been published in the last few years. It seems that every week there are at least a few new stories wh… Read More
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Categories: Estate Planning

Michael Jackson's Estate Battle

Even in death, Michael Jackson remains controversial. Jackson’s estate is still battling with the IRS, almost five years after The King of Pop’s death. Read an excerpt from the Forbes articles below: “It’s possible that the legacy… Read More
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Categories: Estate Planning

Estate Planning: Just Like Real Estate and Vacation

One question always asked at the seminars I give on living trusts and estate planning is: “How much does ‘it’ cost?” In a sense that question qualifies as an “oxymoron, meaning a phrase which is incongruous (not consistent with what is logi… Read More
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Categories: Estate Planning

Meeting with Family Key to Estate Planning

How to Make a Family Meeting a Successful Part of the Estate Planning Process You’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve finished your estate pl… Read More
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Categories: Estate Planning

Interesting Will Dispute Story in NY Times

Check out this recent New York Times article, exploring the dispute over an heiresses’ $300 million dollar fortune. Does the family or the medical staff deserve the fortune? Click the link below. The New York Times–The Two Wills of the He… Read More
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Categories: Estate Planning

The Michigan Slayer Statute and Probate

Michigan slayer statute applies to voluntary manslaughter too. Interesting how this issue will appear from time to time! A few years local dentist going through a divorce was shot in the back of the head in a rough part of town – wife was person of… Read More
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Categories: Estate Planning

Pierangeli, Riemland, and Slough appointed County Public Administrators

On April 1, 2013, Michigan Attorney General Bill Schuette appointed Scott Pierangeli, Jim Riemland, and Paul Slough to serve as public administrators. Pierangeli will serve in Kalamazoo County, Riemland will serve in Berrien County, and Slough will s… Read More
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Categories: Estate Planning

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