The Importance in Writing Bequests and Wills

Think about a time when you had to write down important information, maybe for a job application, applying for loans, or medical information your doctor needs. When you jot down your words, you’re making things official for the people needing to know it. When it comes to bequests and wills, having information written down isn’t [...]

Tax Filings for Fiduciaries: What Are Your Filing Obligations?

Remember the old adage, “There are only two certainties in life: death and taxes”? The bad news is that there is some truth to it. The good news is that we can help you with both. Most people believe the requirement to file taxes dies when you do, but that could not be further from [...]

PLAN LIKE THE PATRIOT’S: KEY PLAYERS AND CLIPBOARD DOCUMENTS OF ESTATE PLANNING

Whether you are waking up this morning with Patriot pride, fury over the Falcon’s fumble, or are still star struck from Lady Gaga’s performance, I think we can all agree on one take-away from Super Bowl LI: If you choose to put your mind to something, you can achieve it. And yes – I’m talking [...]

120-HOUR RULE: A CASE STUDY OF DEBBIE REYNOLDS AND CARRIE FISHER

The recent passing of both Debbie Reynolds and Carrie Fisher, mother and daughter, so close together reminded me of one of Michigan’s probate laws, commonly known as the 120-hour rule. The 120-hour rule states that if your heir or beneficiary dies within the first 120 hours (or 5 days) after you die, they are treated [...]

2017 A New Year: Anything Can Happen. Are You Prepared?

Amidst the joys of arguing politics with friends and family and indulging in a surplus of comfort foods, the New Year can also provoke anxiety and feelings of insecurity. With another year gone and a new unknown in front of us, we often reflect on our past mistakes with a determination to rectify and not [...]

BUCK THE ODDS: A LESSON FROM BEING BUCKED BY THE BUCKEYES

The Michigan-Ohio State game has a storied tradition. Woody. Bo. Urban. Harbaugh. This past weekend, I drove my 9 year old son to Columbus to root on #3 Michigan as it played #2 OSU. With two highly ranked teams, the odds were pretty good that we were going to witness a great game. Wading through 110,000 rabid, [...]

RESPONSIBILITIES AS PERSONAL REPRESENTATIVE

So, you have been appointed the personal representative. Oh my!  Now, what is my next step? Specifically, what are the responsibilities as Personal Representative? After reading this exhaustive list, you may feel completely exhausted! If so, give The Probate Pro a call at (248) 399-3300 and we can guide you through the process. Ensure that [...]

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