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 [...]

Sibling Trouble While Handling Mom’s Estate

Family Disputes Over Estates Happen Too Often Feuding over the estate of a loved one is a surefire way to cause separation within a family. Even within my own family there have been many arguments concerning assets that belonged to my grandfather. Not having a will or an estate plan can leave things messy, and [...]

Aretha Franklin died without a will. What does this mean for her estate?

Aretha Franklin - Queen of Soul We learned recently that Aretha Franklin, the late Detroit native and Queen of Soul to millions of her fans around the world, has died without a will. News reports to this effect broke early last week, causing many to wonder how this will affect the vast wealth she accumulated [...]

Veteran’s Benefits – How Can We Help?

On Wednesday, Brandon provided an example of the Pension with Aid and Attendance Benefit at work and the ways you can qualify.  Now, we want to provide you with some help in your efforts to take advantage of this benefit. The Application Process While the application process for special monthly pension can be agonizingly slow [...]

Anthony Bourdain, Prominent Celebrity Chef, Dies at 61

I am a lover of food, writing, and humor. For all those reasons and more, Anthony Bourdain was my hero: traveling around the world, experiencing the flavors of many different cultures and cuisines, and doing so with wit to boot. Bourdain rose to stardom from humble and troubled beginnings, having been a user of several [...]

Estate Battle – It Can Happen to Anyone!

Celebrity deaths can often trigger a public estate battle George Michael’s Will is being contested in England by two of his former partners, Kenny Goss, who he was with for 15 years, and Fadi Fawaz his partner of 5 years. George died back in December 2016, unfortunately. It is not uncommon for it to take [...]

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 [...]

We Should All Have A Death File

A death file is either a physical or digital file that contains everything that a loved one would need after your passing. What should be in your death file? Well there are the obvious documents, like your last will and testament, any trust documents, beneficiary designations, etc. But what else is important? You should have [...]

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