Ladybird Deed: What is it? Who is it for?

Written by Brandon Thomson The Ladybird Deed is a specific type of deed that has become popular in recent years. The reason for its popularity is simple – it has many benefits. Some of the benefits include the ability to transfer property outside of probate without using a trust and the avoidance of Michigan Medicaid [...]

Five Frequent Supplemental Needs Trust Questions

Written by Andrew Lorelli Supplemental Needs Trusts (“SNTs”, also called Special Needs Trusts) are a common estate planning tool. SNTs are for people who receive means-tested government benefits, as well as those who also may be the beneficiaries of an estate or the recipient of settlement funds after a lawsuit. SNTs are designed to allow [...]

Unmarried Couples: Why a Will is Necessary

Relationships are magnificent things. Some couples will wind up getting married, whereas others will choose to just be together, committing themselves to a “married” lifestyle. For those couples that have committed to a “married” lifestyle without the actual marriage you need to know this: If your significant other passes away, they have no spousal rights, [...]

2019-03-15T09:21:28+00:00Friday, March 15, 2019|Beneficiaries, surviving spouse, Will|0 Comments

How Luke Perry’s Estate Preparation Prevented Drama

The world was shook last week with the passing of Luke Perry. A beloved television actor, Perry suffered a massive stroke, which led to him being put into a medically-induced coma. Sadly, Perry passed away several days later. No matter who you are – a television actor or a construction worker – you need to [...]

The Difference Between a Conservator and a Guardian

In the court of law, an adult who is unable to take care of themselves or their property and minors are considered to be incapacitated persons. An incapacitated adult or minor will need someone to oversee them, assuring their safety and well-being. Enter guardians and conservators, who are there to serve and protect their loved [...]

Special Needs Trusts, What Are They?

Generally, a Special Needs Trust is a very specific trust that can be beneficial to those receiving government benefits because of special needs. Most commonly in this category is Medicaid and SSI.  To receive government benefits such as Medicaid and SSI, an individual must have limited assets and income.  A Special Needs Trust is [...]

Amy Peterman and Andrew Lorelli Win in Litigation

Congratulations to our very own Amy Peterman and Andrew Lorelli.  Each recently won an important litigation case for their client in the Probate Court. Amy Peterman assisted her client in establishing the client's heirship to her deceased father who passed intestate (without a will).  The personal representative for the decedent, one of his other daughters, [...]

Are You Keeping Your New Year’s Resolutions?

Did you make any resolutions this year? Just 3 weeks in, how are you doing so far? Studies have shown that less than 25% of people actually stay committed to their resolutions after just 30 days, and even fewer actually accomplish them. Credit Forbes. Even if you've already given up on your resolutions, or if [...]

Worried About Your Furry Friend If Something Happens To You?

Many people with children give a great deal of consideration as to who will take care of them if something were to happen to both parents. But what about the furry members of our families? Without a written, clearly defined plan, your pets could end up in a shelter or euthanized. That’s why it is [...]

The Statutes and Case Law Behind the Appointment of a Conservator in Michigan

Conservator Appointment in Michigan Unfortunately, there are times when a person is not able to manage their own financial affairs.  If the person has failed to adequately plan with a Power of Attorney, a person, called a “conservator” can be appointed by the probate court in which the individual resides. Upon the filing of a [...]