Resources for Informed Decisions

Access helpful guides and insights to better understand your legal options.

Educational Content for Clients

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Understanding the Differences Between a Will and a Trust

04/17/2026
When planning for the future, many people are unsure whether to set up a will, a trust, or both. While...
Estate Planning
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Breaking Down the Basics of a Living Trust

04/17/2026
Living Trusts are documents that provide detailed instructions on how to manage your assets and care for your family at...
Estate Planning
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What is Included in an Estate Plan?

04/17/2026
Will and Testament: Wills are legal documents that inform the probate court of your wishes regarding the management of your assets...
Estate Planning
Couple reviewing documents with advisor.

Understanding QTIP Trusts: A Smart Estate Planning Tool for Married Couples

04/17/2026
A recent United States Tax Court opinion in ESTATE OF MARTIN W. GRIFFIN v. COMMISSIONER, Docket No. 15938-23, discussed QTIP Trusts and...
Uncategorized
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Are Disinherited Heirs Interested Parties in Probate?

04/17/2026
A recent case in Huron County Probate Court has raised an important question for estate planning attorneys and individuals involved...
Estate Planning
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Does Your Estate Plan Include a Funeral Advocate Designation?

04/17/2026
Estate planning is often focused on the big picture: wills, trusts, and powers of attorney. These are great tools for...
Estate Planning / Probate

Educational Content for Advisors

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The Importance of Reviewing your Estate Planning Documents during an Election Year

04/17/2026
When a new, or incumbent, candidate is elected to become the next president of the United States of America, you...
Estate Planning / Legal News