Aretha Franklin: What Her Wills Show Us

News broke earlier this week that the late Queen of Soul, Aretha Franklin, had wills written out that were found between her couch cushions. What these wills represent are something called holographic wills. A holographic will is a will, but it ignores some of the formalities that go into putting together a will. Such formalities [...]

2019-05-22T10:31:39-05:00Wednesday, May 22, 2019|estate plan, Estate Planning, Probate, Will|0 Comments

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 [...]

Brandon Thomson Awarded for Excellence in Elder Law Practice

The Probate Pro takes pride in the work our attorneys and support staff do. Because of this, we love to share with you the success of our family. Brandon Thomson is a shining example of the excellence we strive for daily. In 2018, Brandon’s work, built on determination and commitment to his clients, earned him [...]

New Veterans Administration Evaluation Requirements

New Veterans Administration Rules Released in 2018 The new rules will impact the needs-based benefits for veterans and surviving spouses. Clarification of commonly confusing areas like evaluating net worth, asset transfers, and income exclusions were the focus of the new rules. The Veterans Administration Final Rule, as it’s being called, created a new net worth [...]

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 [...]

Millennials… the next clients needing estate plans?

Why should an estate plan be top-of-mind for millennials? The truth is, we cannot predict the future. We don’t know when our time will come. Terrible accidents happen all the time. What we do know is what a mess you could potentially be leaving behind if you do not have a will. As millennials begin [...]

Brandon Thomson Brings Elder Law to The Probate Pro

It is with great excitement that we welcome Brandon Thomson to our legal team! Brandon began sharing his talent with us as an official Probate Pro earlier this month. Brandon joins us after a fruitful career serving practice areas very similar to our own, but also including elder law, Medicaid planning, and Veterans administration benefits. [...]

Married and Living Separately… What’s the Big Deal?

Well it’s not a big deal if you have a will. In Saginaw, Michigan a case arose that will define an aspect of estate law. The case has made it to the Michigan Supreme Court; arguments were heard last month on the matter. James Erwin Sr. and his wife, Maggie Erwin, were married in 1968 [...]

Marriotts: Dirty Laundry Airing in Probate Court

The Marriott hotel always looks polished and professional from the outside. Recently, however, we learned that the Marriott family does have some dirty laundry airing out in a probate court. The good news? They are just like every other family – interesting, and not without drama. Meet the Marriotts: J. Willard and Alice Marriott first [...]

Estate and Gift Tax Exemptions for 2018 are Official!

For many, “inflation” might as well be a four-letter word. But in terms of the federal estate and gift tax exemptions for 2018, it seems to be inflating smiles and opportunity for many. In the New Year, estate and gift tax exemption will be $5.6 million per person and $11.2 million for married couples. The [...]