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.

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.