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Wills and Trusts: What about the Pet?

Estate Planning

In Michigan, like most states, a pet is not considered a human and, therefore, is not an Heir or Devisee under estate planning documents such as Wills and Trusts.  However, a pet may very well be an important part of […]

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Estate Planning: Does Permanent Portability Mean the End of the Credit-Shelter Trust?

Estate Planning

My second read of the “Fiscal Cliff Bill” raises the interesting question concerning the Credit-Shelter Trust.  For decades people getting their estate plans done have utilized a vehicle known as the Marital Bypass Trust; the A-B Trust; the Credit-Shelter Trust […]

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Wills and Trusts: My first read on the “Fiscal Cliff Bill”

Estate Planning

I finally had an opportunity to read the actual “Fiscal Cliff” bill which is H.R.8 “American Tax Payer Relief Act of 2012”.  As I write this blog, the Act has not yet been signed by the President, however, he has […]

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Estate Planning for Your Digital Assets

Estate Planning

Even if you haven’t thought about your estate plan today, I am certain that you have checked your email, made an online bill payment, or logged into your Facebook, Twitter, or LinkedIn account.  That’s just how the world works these […]

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400 Million Reasons to Do Your Estate Plan When You Are of Sound Mind

Estate Planning

Early versions of Obama-Care had older folks making end-of-life decisions with a government-payed counselor on the way into a medical facility.  The time to make decisions concerning Patient Advocates and Advance Directives is not on your way into a hospital […]

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Real Estate Law: Property Tax Appeals in Michigan

Real Estate

Over the last four years, the State of Michigan, in general, and the communities of Mid Michigan, in particular, have been hard hit by the ongoing national recession.  In addition to high unemployment and a shrinking economy, we experienced unprecedented […]

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