Tag: Trust Administration

Get Your Ducks In a Row

This week, attorney Marlaine C. Teahan hosted a seminar, “Get Your Ducks In A Row,” with with Certified Financial PlannersTM David Shotwell and Beth Baer of Shotwell Rutter Baer, and with Diana B. Mitchell, CPA, CSEP, Senior Tax Manager at Maner Costerisan. The seminar began with questions, allowing attendees to direct the focus of the presentation on issues most important to them. Each professional then shared their expertise in legal, financial, and tax planning areas to help families get their affairs in order. Topics included: differences between wills and trusts and how to choose between them; the best planning ideas for minor and special needs children; how to invest with confidence without being paralyzed by all the options; how to budget and plan; and the top 10 planning tips for reducing your 2016 tax liability.


Other Handouts:
Tax Planning Tips for Reducing Your 2016 Tax Liability
Financial Planning Tips

Teahan, Marlaine

If you missed this unique seminar opportunity, call or email Marlaine to sign up for the next seminar in this series, at 517-377-0869 or mteahan@fraserlawfirm.com. With nearly 30 years of experience as an attorney, Marlaine leads the Trusts and Estates practice at Fraser Trebilcock. She works closely with individuals and families to create estate plans to fit each client’s unique situation.

Planning for Your Family Cottage

The family cottage traditionally holds a sentimental place for many people. It is the gathering spot for families, bringing back fond memories as a child growing up, as parents with your children, and as the family patriarch and matriarch. Often, people desire to keep the cottage within the family for generations to come, to continue to provide a place for everyone to gather together and feel as one. This view is often held by the senior generation, envisioning their children, grandchildren, and subsequent generations bonding together at this special gathering place. Despite these fond memories and the desire to maintain the family cottage, there are challenges to consider.

Developing a plan for the succession of your family cottage is imperative in order to avoid, or at least have mechanisms in place to deal with, potential problems and conflicts in future generations.

Continue reading Planning for Your Family Cottage

Join Team Fraser Trebilcock in Lansing’s Walk to End Alzheimer’s in September

Every 67 seconds, someone in the United States develops Alzheimer’s Disease. It’s the sixth leading cause of death, killing more people than breast cancer and prostate cancer combined.

For many of us at Fraser Trebilcock, the fight against Alzheimer’s is personal. Some of us have held the hand of a loved  one, a close friend, or a grieving client, dealing with the devastating effects of Alzheimer’s disease. Our Trusts and Estates department is proud to be leading the Fraser Trebilcock team at the Walk to End Alzheimer’s event this fall.

Continue reading Join Team Fraser Trebilcock in Lansing’s Walk to End Alzheimer’s in September