McCleary & Associates, P.C.

07/18/2024

https://www.nytimes.com/2024/07/12/health/nursing-homes-guide-staff.html?fbclid=IwZXh0bgNhZW0CMTEAAR2xc31xh9yhGnyrrEs42xJYXZXt05InJtxBq92_dlVEM6oKjKWZX16-EHM_aem_JAXtH4ztJl_NOQ3Q8CCphw

Here are the telltale signs to look for in nursing homes to avoid, and resources that can point to better places.

07/11/2024

Just FYI, Grand Traverse County Probate Court has the following helpful information on their website.

Property Transferred Without Probate - Grand Traverse County Probate Court

4 Types of Property
There are 4 kinds of property which pass to a new owner on death without going through probate:
Property which is owned by the decedent and another person as joint tenants with right of survivorship will pass automatically to the surviving joint owner without going through probate (except in the case of certain joint bank accounts which are established with another person who is to act as agent for the decedent).
Beneficiary designated properties (such as life insurance, pension benefits, and IRAs) are payable on death, without probate, to the beneficiary designated by the decedent (or, if none, as designated in the contract or plan itself).
Properties owned by a revocable trust do not go through probate but instead are disposed of after death in accordance with the instructions written into the trust document.
There are even some forms of property owned solely by the decedent which would otherwise require probate that are exempt in certain instances. Those notable exceptions include the following:
Unpaid wages: An employer in Michigan may pay the wages due a deceased employee to the employee's spouse, children, parents or siblings in that order unless the employee filed a request to the contrary with the employer.
Cash up to $500 and wearing apparel: A hospital, convalescent or nursing home, morgue, or law enforcement agency in Michigan holding cash not exceeding $500 and wearing apparel of the decedent may deliver that property to the decedent's spouse, child, or parent who provides (i) suitable identification and (ii) an affidavit which states the person's relationship to the decedent and that there are no pending probate proceedings for the decedent's estate.
Travelers checks: Most issuing companies (such as American Express) will redeem unused travelers checks follo

07/11/2024

07/11/2024

Respect 🫡

07/11/2024

If you are interested in getting started on an estate plan, just send me your name, email address and mobile phone number. We can start the process and start talking about your goals.

Send your name, email address and mobile phone number to [email protected] or text it to 810-516-5116.

06/13/2024

https://www.kiplinger.com/retirement/what-is-probate-and-who-has-to-deal-with-it?utm_term=DF3E472B-1A4C-4771-85E9-A49CA7673C18&lrh=edb8613b414a8cea5ee7818fa883d8d1efa6d49dc038fa6188cbba7518c1047f&utm_campaign=243E84A8-CF5C-4D54-8046-FA0F97552340&utm_medium=email&utm_content=5B81A4DA-7012-41C1-A683-6D29A80629F8&utm_source=SmartBrief

The probate process can be a long and expensive journey for heirs. Real estate, cars and even art often trigger probate, but other assets get a free pass.

06/09/2024

Great job! 💪

05/25/2024

Amazing. I love this so much.