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Articles for category Trusts




Sep
01
2015

Tom Clancy and Second Marriage Planning

Posted by Danielle Streed

With the death of Tom Clancy, famous author and minority owner of the Baltimore Orioles, we experienced some of the dynamics of a second marriage with children from the first marriage and children of the second marriage. In this particular case, Tom Clancy left approximately two-thirds of his 86 [Read More...]



Categories: categoryTrusts



Dec
19
2013

Successor Trustee Simple Rules

Posted by Mary

When it comes to serving as a Trustee of a revocable Living Trust, it is important that you understand some very simple rules. The first rule is you were not made the fiduciary because the Trust creator wanted you to keep everyone in the dark. In other words, do not be stingy with information. As [Read More...]



Categories: categoryTrusts



Aug
16
2013

The Family Cottage

Posted by Mary

Summer cottages are a very common asset for many Michigan families.  When you start looking at passing the family cottage down to the next generation, there are a variety of issues that need to be addressed, beyond treating everyone equally.  For example, many children do not have the same financial [Read More...]



Categories: categoryEstate Planning categoryTrusts



Jun
13
2013

New Michigan Power of Attorney Legislation

Posted by Mary

When it comes to Setting up a power of attorney it is important that you appoint someone that you trust. In September 2012, the State of Michigan enacted new legislation regarding power of attorney documents. The new law requires that all powers of attorneys executed after September 2012 be signed [Read More...]



Categories: categoryTrusts



Apr
23
2013

Shakespeare on Charitable Giving

Posted by Danielle Streed

In our final week with William Shakespeare and his foresight into estate planning topics, we visit Julius Cesar. Julius Cesar is not about second marriages, spend thrift children or even making bad business decisions and the transfer of assets during your lifetime. Julius Cesar is about something [Read More...]



Categories: categoryEstate Planning categoryTrusts


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