A recent Michigan Court of Appeals decision highlights a costly mistake: failing to list your trust as an additional insured on your homeowner’s policy. In this post, Jo Anne Hinds explains the case, what went wrong, and how a simple phone call to your insurance company could protect your trust property from denied claims.

After dropping off documents to clients in Lake Odessa, Jo Anne stopped to admire the early fall colors at Jordan Lake. In this post, she shares a glimpse of the view—and a few local gems worth checking out if you ever find yourself in this charming Michigan village.

From wedding rings to garden tools, your personal belongings are considered “tangible personal property” under Michigan law. In this post, Jo Anne Hinds explains how to properly gift these items in your estate plan, why sticky notes won’t hold up in court, and how a legally recognized personal property list can help avoid family disputes.

Based on Jo Anne’s popular in-person workshops offered across Mid-Michigan, this new online course will walk you through key estate planning topics—like what your trust really means and how to prepare your successor trustee. With real-life examples and practical insights, this self-paced course will soon be available to take anytime, from anywhere.

Traveling to meet clients across Michigan is one of the best parts of my work. In this post, I share a visit to Mason—including a stop at the historic Ingham County Courthouse, a few local favorites, and why I’m proud to offer house calls at no extra charge.

A new Michigan law effective July 1, 2024, addresses a common problem: banks refusing to honor valid powers of attorney. This post shares a real-life example and explains how the Uniform Power of Attorney Act (UPOAA) now gives agents stronger legal standing—and Michigan residents important protections—when managing a loved one’s affairs.

Michigan’s Uniform Power of Attorney Act (UPOAA) went into effect on July 1, 2024, bringing significant changes to how powers of attorney work in the state. This post explains what the new law means for existing and future documents, highlights important updates, and offers guidance on how to ensure your estate plan stays effective and compliant.