Monday, May 24, 2021

How to Handle Transferring Assets in a Trust

ann arbor estate planing attorney


Invariably, clients’ assets consist of things like bank and brokerage accounts, stocks and bonds, real estate, businesses, retirement and life insurance, household goods and furnishings and motor vehicles.

Find out what you need to get each asset across the finish line here

Get Started Today: Schedule Your Consultation!


If you’re interested in learning more about funding your trust and crossing the “goal line,” please call Marty Bodnar, Ann Arbor estate planning attorney at 734-665-4441 or email him at mbodnar@psedlaw.com.

Monday, May 10, 2021

How Can I Get My Trust Across the Finish Line?

ann arbor estate planing attorney


For each client, an excel spreadsheet of their assets is created. We review it with you throughout the process to make sure all your assets are on it. In the past, clients have forgotten about a vacant lot in Arizona, an undivided interest in a cabin or U.S Savings bonds sitting in a safe deposit box. If one asset is forgotten and not titled properly, probate will be looming in the future.

Learn more here!

Get Started Today: Schedule Your Consultation!


If you’re interested in learning more about funding your trust and crossing the “goal line,” please call Marty Bodnar, Ann Arbor estate planning attorney at 734-665-4441 or email him at mbodnar@psedlaw.com.