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Serving as a personal representative or trustee is an honor, and a legal minefield. Michigan law imposes fiduciary duties on anyone who administers an estate or trust, and those duties come with teeth. Make the wrong call, and you’re not just inconveniencing beneficiaries. You’re exposing yourself to personal liability, meaning your own assets are on … Read more
When a Michigan parent passes away with both a trust and a will, someone has to step up and manage the aftermath. Often, that someone is the same person, an adult child named as both successor trustee of the parent’s trust and personal representative (executor) of the parent’s probate estate. Most people assume these are … Read more
The phone call comes, and everything changes. A parent, spouse, or loved one has passed away, and somewhere in the grief, you learn that you’ve been named successor trustee of their revocable living trust. Most people don’t fully grasp what that means until they’re already in it. Being named successor trustee isn’t an honorary title. … Read more
You’ve been named successor trustee. Now what? For many Oakland County families, that question hits without warning. A parent passes away or becomes incapacitated, and suddenly a son, daughter, or trusted friend is responsible for managing a trust worth hundreds of thousands, sometimes millions, of dollars. There’s no court appointment, no formal swearing-in, no judge … Read more
Planning for the future is an essential step in protecting your family. Creating a living trust is one of the best ways to make sure your loved ones are looked after when you’re no longer around. A living trust is a legal document that holds your assets while you’re alive and ensures they are distributed … Read more
For Michigan residents seeking an efficient and secure way to manage and transfer their assets both during their lifetime and after their passing, establishing a living trust can be a practical and beneficial option. Living trusts not only help avoid the time-consuming and costly probate process but also provide a more private, flexible alternative to … Read more