Articles & News
Do You Need a Lawyer to Establish a Trust?
November 27th, 2019
Wills and trusts are the core documents in an estate plan. Most people have a general understanding of the nature of a Will. Trusts are more complicated than Wills for a number of reasons and often are somewhat confusing to individuals creating an es…
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Categories: Estate Planning
What Is the Difference Between a Will and an Estate Plan?
November 15th, 2019
Individuals often think that if they make a Will, it means they have an estate plan — but that actually is a common misconception. While your Will is part of an estate plan, it is only part of a complete estate plan. In the discussion that follows,…
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Categories: Estate Planning
How Do FSBO / For Sale By Owner Real Estate Transactions Work in Michigan?
October 24th, 2019
If you are thinking about buying or selling a home, you should learn about the For Sale By Owner process. FSBO (pronounced fizz-bow) is very popular in the City of Ann Arbor and throughout Washtenaw County. If you are a seller, you might want to cons…
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Categories: Real Estate
What Is the Best Place to Store Estate Planning Documents? (and Why Safeguarding Your Estate Plan Is Essential)
October 10th, 2019
Your estate plan protects your family, yourself, and your assets for the future. It represents an investment of significant time and energy. Now that you have it in hand, what should you do with it? Is there a best place to store estate planning docu…
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Categories: Estate Planning
Avoid Making Estate Planning Mistakes
July 30th, 2019
The first mistake to avoid is not having an estate plan that includes a Will or a Trust along with a Durable Power of Attorney for Financial Matters and a Patient Advocate Designation. If you die without a will (die intestate), the State of Michigan…
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Categories: Estate Planning
Do you have an Adult Life Plan (an Estate Plan)?
August 28th, 2017
An estate plan is a person’s “adult life plan”. Adult life begins when a person can vote, enter into contracts and make health care decisions for him or herself. Consequently, everyone needs to plan when they become an adult. Estate planning is…
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Categories: Estate Planning
Important Steps To Take Before Looking For A Home To Purchase
May 18th, 2017
Buying a home is one of the most important financial decisions you will make. It is exciting and hard not to rush into it. Before actively starting the home buying process, you should consider the following steps so you will not waste time and energy…
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Categories: Real Estate
Thinking about selling your home “For Sale By Owner”?
January 10th, 2017
Consider These Questions When Selling Your Home FSBO Selling your home, a house or condominium, by yourself (For Sale By Owner-FSBO) can save you thousands of dollars, usually about 6% of the sale price in commissions, but it requires work. Although…
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Categories: Real Estate
Prince’s Death Shows the Importance of Estate Planning
November 15th, 2016
Learning from Prince’s Death: Do your Estate Planning now. Prince did not have an Estate Plan – Here’s Why You should have one. The singer and artist Prince recently died without a will, trust or any other kind of an estate plan to pass…
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Categories: Estate Planning
Backlog of Applications for State Real Estate Transfer Tax (SRETT) Refund
August 3rd, 2016
Due to the recent volume of applications for Michigan’s State Real Estate Transfer Tax (SRETT) Refunds, there is currently a 12 to 16 week delay in the processing of the applications by the Michigan Department of Treasury. Nevertheless, the backlog…
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Categories: Real Estate
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