Will Your Business Die With You?

As warm summer breezes slowly transform into cool Fall days, we begin dusting off the to-do list we started pre-June. For many, it’s weighted by our every-day business needs: preparing for tax season, annual reports, charitable holiday giving, and rearranging our work schedules to better align with our kids’ new school schedules. While I’m sure [...]

WHAT IS A HEALTHCARE POWER OF ATTORNEY/PATIENT ADVOCATE DESIGNATION?

As mentioned in a previous blog post titled “The DL on POAs,” a Power of Attorney (or “POA” for short) is a legal document that gives another person, who is often called an “agent,” the authority to act on your behalf should you become incapacitated and unable to care for your own affairs.  The two [...]

NATIONAL ESTATE PLANNING MONTH: CELEBRATE YOUR LEGACY

It seems like there is always some sort “national something-or-other” to celebrate. Last week recognized National IPA Day and National Girlfriends Day. Tomorrow is International Cat Day. Later this week is National S’mores Day. While we can’t celebrate every holiday, there are a few significant ones that should make us all stop and think – [...]

GUARDIANSHIP: WHAT IS IT AND WHEN IS IT NEEDED?

It’s a sad reality that, at some point in all of our lifetimes, a situation may arise in which we are unable able to take care of ourselves or make our own medical decisions.  When this happens, we refer to the person as an incapacitated individual. If an incapacitated individual has a healthcare power of [...]

The DL on POAs

With numerous acronyms in the probate world, it is easy to get confused as to what legal professionals are referencing.  One of those troubling acronyms is POA, which stands for “power of attorney.” Power of Attorney is a legal document that gives another person, who is often called an “agent,” the authority to act on [...]

SPECIAL NEEDS TRUSTS: THE WHAT, WHEN, AND HOW

We are excited to share the information below on Special Needs Planning, which was written courtesy of our guest blogger Paul who is serving as a summer law clerk at our office. What is a Special Needs Trust? My older brother is autistic and will be dependent upon my parents for the remainder of their [...]

IN TRUSTS WE TRUST

A Lesson In History The Uniform Trust Code (UTC) was coordinated by legal practitioners across the country to standardize and simplify state trust code in 2000, and was last amended in 2010. Since then, many states have completely or, at least, partially adopted the UTC. Estates and Protected Individuals Code (commonly called EPIC) is Michigan’s [...]

WHY DO I NEED A WILL?

Who Wants to Talk About Death? Many individuals postpone writing a will for a variety of reasons. First, people understandably associate wills with death, and would prefer to avoid thoughts pertaining to it until necessary. Second, many may view writing a will as expensive, and deem the financial costs as outweighing the benefits of actually [...]

COMMEMORATING ON MEMORIAL DAY

It’s hard to believe this weekend will already be Memorial Day weekend. For some people, an extra day off means barbeques, beers, and sunbathing. But, for many, this will be a long weekend of mourning and commemorating the loved ones that have paid the ultimate price of freedom. Memorial Day: Meaning and More Memorial Day [...]

NOTING OUR NURSES DURING NATIONAL NURSES’ WEEK!

I have had the pleasure of meeting plenty of nurses in my lifetime who, simply by knowing and caring for their patients, win over and over again. In the realm of probate, we work with, support, and witness the healing powers of nurses on a daily basis. Just last week, the nation’s heart broke during [...]