Learn

Category Archives: Estate Planning

Age Related Legal Needs

Every client’s legal needs are personal and unique. Yet over time we see predictable trends based on a person’s age.  Here are some of the common legal matters we handle listed by age. Ages 18-34 Home or condo purchase agreements, title work, land contracts, landlord negotiations, credit card debt and debt collection defense, bankruptcy, employment contracts. […]

Also posted in Bankruptcy, Business, Elder Law, Identity Theft, Limited Liability Companies, Real Estate |

How Elder Law Became a Practice

The goal is to help aging Americans to legally navigate the issues of life that arise simply because of age.

Also posted in Elder Law, Uncategorized | Tagged , |

Emily’s Story

“Doug and I created our first estate plan when our daughter was born. We are opposites when it comes to finances; I’m a spender and he’s a saver.  However, the one thing we always agree upon is having a blueprint for our finances and children. As our family grew, so did our expenditures and assets. For us, it just made sense […]

Tagged |

What is a holographic will?

This is a will that is handwritten by the testator (the person creating the will) and is not witnessed. Michigan is one of several states that recognizes and accepts holographic wills. For a holographic will to be recognized it must meet the following requirements; The holographic will must be dated The testator must sign the […]

Also posted in Beneficiary Designations | Tagged |

What is an Estate Plan?

Think of a game plan or making travel plans. Both involve organizing the details for a big event. Coaches create strategies and organize a team. Travelers arrange transportation and make itineraries and packing lists. Your estate plan details what will happen when you pass away. The plan spells out how your assets will be managed […]

Tagged , |

Who is your digital asset fiduciary?

  A fiduciary is a person appointed to manage the property of another person. A digital asset fiduciary can manage digital property like computer files, web domains and virtual currency.   Current law restricts fiduciary access to electronic communications such as email, text messages and social media accounts unless the original user consented in a will, trust or power […]

Also posted in Beneficiary Designations, Identity Theft | Tagged , , |

Legal Tune Up

One claim of a good lawyer is they don’t let their clients end up in court. With proper planning that claim is often true. Let me remind you of a few legal housekeeping tips, that if ignored, might lead to bigger problems only solved by a trip to the courthouse. Does your estate plan avoid […]

Also posted in Beneficiary Designations |

Pets as Property

Did you know that pets are legally classified as property? This is hard to imagine when we consider them companions, best friends and family. But as property there are legally enforceable documents that can help secure a pet’s future. This is worth consideration, as informal vows and promises made by friends and family to care for your […]

Tagged |

Planning for Social Security

One of the great mysteries of our 60’s is when to claim your social security benefit. The dilemma is whether to start at the earliest opportunity (62), wait until full retirement age (66) or delay until 70 to receive the maximum benefit. The question is compounded when we are married and have the option to […]

Also posted in Beneficiary Designations |

How Lady Bird Deeds Work

This deed, with a colorful name, is a very handy tool. A lady bird deed transfers lifetime interest in your property to you making you the life tenant.  The deed names a remainder beneficiary who has a future interest in your property upon your death. Your remainder beneficiary can include multiple people, trusts, or organizations. […]

Also posted in Real Estate |

E-Newsletter Subscription

Get the latest updates from Charles H. Gross, Attorney at Law when you sign up for our enewsletter!


View Published Newsletters.