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What Should I Do if a Tru…

What Should I Do if a Trustee or Personal Representative Isn’t Doing Their Job?

With the death of a loved one, normal routines and patterns can be thrown into disarray. That is why we encourage our clients to create an estate plan: so that in the days following a death, a trusted person can manage the assets of the deceased (dec… Read More
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Categories: Trusts
trust highway sign - Suzanne R. Fanning PLLC

What Information Does a Trustee Owe a Beneficiary of a Trust?

From the perspective of the person creating a trust (called the settlor or grantor), a trust may have many advantages: probate avoidance, the ability to exert control over assets left to children and grandchildren, and the security of the knowledge t… Read More
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Categories: Trusts
revocable trust - Suzanne R. Fanning PLLC

Do I Need A Trust In Michigan?

One of the most common questions I am asked by a new client in an initial estate interview is “Do I need a trust?” The following are circumstances where a trust might be necessary or helpful to your asset planning: Tax Planning A trust ma… Read More
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woman signing papers - undue influence concept

What is Undue Influence?

What Is Undue Influence? Undue influence occurs when an often elderly or person with diminished capacity, is subjected to threats, misrepresentation, undue flattery, fraud or physical or moral coercion. This overpowers the person’s free agency… Read More
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