In an effort to protect the health of our clients, employees, and communities from potential impacts of COVID-19, we are holding virtual meetings (via telephone) as an alternative to traditional face-to-face meetings. The quarantine does not need to stop you from getting the legal help you need and we are available to help entirely virtually! Feel free to reach out for a Free Virtual Consultation.

In order to express our gratitude and appreciation to all of the healthcare workers and first responders helping our communities, we want to extend a discount to each of them and their families on any estate planning services to help them protect and care for their own loved ones.

Blog Posts in 2021

All Posts
  • What Constitutes a Breach of Fiduciary Duty?
    What Constitutes a Breach of Fiduciary Duty?

    According to the Michigan Supreme Court, a fiduciary relationship exists when “one person is under a duty to act for the benefit of the other on matters within the scope of the relationship.” State ...

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  • Significant Changes to the Federal Estate and Gift Tax Exemption Pending in Congress
    Significant Changes to the Federal Estate and Gift Tax Exemption Pending in Congress

    The United States Senate is considering significant changes to the federal estate and gift tax exemption. If the proposed legislation passes both houses of Congress and is signed by the President, the ...

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  • Revocable v. Irrevocable Trust: What’s the Difference?
    Revocable v. Irrevocable Trust: What’s the Difference?

    Trusts are a valuable estate planning tool. A trust can accomplish a wide range of purposes. Since the goals determine the nature of the trust, there are many kinds of trusts. But every trust is ...

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  • Who Can Open a Safe Deposit Box After Death?
    Who Can Open a Safe Deposit Box After Death?

    A Michigan statute governs access to a deceased individual’s safe deposit box. The law establishes specific requirements and procedures that apply if you need to access a loved one’s safe deposit box ...

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  • How Does the Court Establish Conservatorship?
    How Does the Court Establish Conservatorship?

    Michigan courts have broad authority to appoint a conservator for an individual who can no longer manage their own financial matters. Establishing a conservatorship requires filing a petition with a ...

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  • Attorney-Client Privilege in Probate Litigation
    Attorney-Client Privilege in Probate Litigation

    The attorney-client privilege protects client communications to a lawyer and prohibits a lawyer from disclosing protected information shared by a client. Application of the simply-stated rule becomes ...

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