Your Go-To Resource for All Stages of Estate Planning

Get the book that is the backbone of any Michigan estate planner's library. It covers all stages of planning, including drafting wills and trusts, tax considerations, health care decisions, and trust administration.

With this book, you will be able to:

• Gather all the information you need before you start planning
• Save time drafting with complete wills and trusts created for common client situations
• Create the best estate planning documents for your clients, with numerous sample clauses and clear guidance on when to use them
• Avoid the pitfalls of the SECURE Act by choosing the appropriate method for distributing qualified benefits
• Prepare your client for possible incapacity, fiduciary selection, and delegation of appropriate powers

Highlights of the latest update include:

• Analysis and practice tips on the new Uniform Power of Attorney Act (UPOAA)
• Substantial legislative amendments to the Estates and Protected Individuals Code
• A new chart and updated forms added in accordance with the UPOAA
• Updated information regarding planning with retirement benefits
• New caselaw analyzing conveyances cumulatively when uncapping the taxable value
• 2024 federal and estate cost-of-living adjustment figures