Brandon S. Dornbusch, PLC

Brandon S. Dornbusch, PLC Traverse City wills and trusts, probate, business, disability planning and elder law attorney serving all of Northern Michigan.

Important Considerations for Estate Plan Design in MichiganRevocable living trusts are popular estate planning tools. Th...
05/15/2025

Important Considerations for Estate Plan Design in Michigan

Revocable living trusts are popular estate planning tools. They can protect your estate from both serious and costly financial mistakes during life and after your death, expedite and simplify the settlement of your estate, minimize your tax liability, and provide clear rules and guidelines for your beneficiaries reducing the likelihood of disputes and confusion. But they must be executed thoughtfully and carefully to reap these benefits. Moreover, they may not be the best option for every client’s estate.

Important Considerations for Estate Plan Design in Michigan Revocable living trusts are popular estate planning tools. They can protect your estate from both

When you have a loved one with a disability or other special needs, establishing a Special Needs Trust is an essential c...
06/04/2024

When you have a loved one with a disability or other special needs, establishing a Special Needs Trust is an essential component of your estate plan. Simply understood, a Special Needs Trust is a trust that is purely discretionary, wherein the person or entity you appoint as trustee makes distributions for the benefit of your loved one purely in the trustee's discretion. A trust director can ensure the trust operates in your loved one's best interest.

When you have a loved one with a disability or other special needs, establishing a Special Needs Trust is an essential component of your estate plan. Simply und

One of the most popular estate planning vehicles in the last couple of decades is a so-called “Lady Bird Deed,” otherwis...
11/13/2023

One of the most popular estate planning vehicles in the last couple of decades is a so-called “Lady Bird Deed,” otherwise known as a Transfer-on-Death or Enhanced Life Estate deed. Supposedly, the name is derived from its use by Lady Bird Johnson, although neither President Lyndon B. Johnson nor Lady Bird Johnson ever used the strategy.

One of the most popular estate planning vehicles in the last couple of decades is a so-called “Lady Bird Deed,” otherwise known as a Transfer-on-Death or En

The most important thing you can give to children can only be given by you during your lifetime. In planning your estate...
04/28/2022

The most important thing you can give to children can only be given by you during your lifetime. In planning your estate, focus on your own legacy, not the possible actions of your heirs. What do you want to be remembered for? What do you value? Understand that circumstances, institutions, and people can change in ways that you cannot anticipate or control.

“[The] perfect inheritance is enough money so that [children] feel they can do anything, but not so much that they could do nothing.” -Warren Buffett A g

Two things are important when considering a plan to protect a child: (1) financial protection both from the child and fr...
03/08/2022

Two things are important when considering a plan to protect a child: (1) financial protection both from the child and from any party charged with the care of that child; (2) choosing your child’s guardian. The first consideration warrants another three or four blog posts entirely, but careful consideration of the latter can go a long way toward solving the former.

When you've practiced estate planning for a number of years, some general trends among your clients become apparent. In my experience Millenials and even so-cal

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