Tag Archives: Estate Planning

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Do Not Leave your Personal Representative in the Dark

When a will is drafted for an estate plan, always compile a complete list of intestate heirs, including their addresses. Intestate heirs are relatives who would inherit if there were no will. When a will is probated it is necessary to notify all heirs, not just named beneficiaries and devisees. Excluded beneficiaries must have the opportunity to challenge the will Read More


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Beneficiaries in Orange

On a “listserv” we both read, a colleague, Nathan Piwowarski, posted a helpful explanation about litigating SCRA cases. He also provides tips on how a trust should be drawn up to avoid claim of the Michigan Department of Corrections for reimbursement for the costs of imprisonment. His remarks build on my post: “Chains of Blood; Bars of Steel.” He has Read More


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Michigan’s New Law to Allow Domestic Asset Protection Trusts

Asset protection has been has been a driving force in wealth generation and estate planning for as long as there has been a division between the “haves” and the “have-nots.” From fortified treasuries with armed guards in ancient times to secretive offshore banks and trust companies in Switzerland and the Caribbean, individuals and families have gone to great lengths to Read More


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Sad End for Penn Treaty Insurance — Reblog

Jeff Marshall, a highly-respected colleague in Williamsport, Pennsylvania, documented the failure of Penn Treaty Insurance’s long-term care insurance products in “Sad End for Penn Treaty Insurance.”  The column is interesting and informative in describing the problems of the LTCI industry as the costs of long-term care steeply increased, while interest rates plunged and customers held on to their policies at Read More