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Probate & Estate Planning Blog

How to Start the Estate Planning Conversation with Your Loved Ones
Patrick & Associates, PLLC

Whether you are hoping to encourage a loved one to begin the estate planning process, or looking for the best ways to discuss your personal plans and expectations with your family, there is never a wrong time to get started. With that being said, many people in Michigan avoid talking about estate planning matters —…

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Amending or Updating a Will in Michigan
Patrick & Associates, PLLC

A will is an important estate planning document for anyone who is looking to prepare for the future care of their family and assets. Wills are one of the most cost-effective ways to plan for the distribution of your estate. If you do not choose, the State makes those crucial decisions for you — and…

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Managing Bills and Expenses for a Sick or Aging Parent: What Michigan Families Need to Know
Patrick & Associates, PLLC

For many families, the responsibility for managing an elderly parent’s finances often falls to members of the “Sandwich Generation” — that is, their adult children, many of whom juggle senior care while raising kids of their own at the same time.  If you are considering stepping in and helping an elderly loved one to take…

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6 Things to Consider When Choosing a Personal Representative
Patrick & Associates, PLLC

Who do you trust to carry out your wishes and make sure that your affairs are handled, when you’re no longer around to oversee these crucial decisions? While thinking about estate planning is not always the most enjoyable experience, it’s an incredibly important step forward — one that can help make things easier for your…

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FAQ: ‘How Long Does Probate Take in Michigan?’
Patrick & Associates, PLLC

The probate court is not a comfortable setting for handling an estate. Not only are the emotions and stress high from losing someone dear, the process can either be long and arduous, quick and painless, or avoided altogether. With that said, many people often wonder just how long the probate process will take, from beginning…

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Closing and Reopening a Decedent Estate in Michigan
Patrick & Associates, PLLC

If you are currently facing the legal aftermath following the passing of a loved one, you are sure to have questions. Whether you are an heir, a beneficiary, or have been named as a personal representative, it’s important to understand the ins and outs of the process that the deceased’s estate succumbs to in the…

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The Powers and Duties of a Guardian in Michigan
Patrick & Associates, PLLC

In Michigan, guardianship grants the legal authority to care for another person, often along with their personal property and assets. Generally speaking, an adult guardian’s responsibility is to look out for the overall well-being and care of an incapacitated individual — that is, someone who cannot communicate or make informed general care and control decisions…

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What Are the Differences Between Heirs, Beneficiaries, and Devisees?
Patrick & Associates, PLLC

What’s the difference between an heir and a devisee? Do you know what it means to be the beneficiary of a trust? Whether you are getting started with estate planning or facing the legal aftermath following a loved one’s passing, you’re sure to encounter many unfamiliar terms and concepts along the way. One area where…

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Can You Contest the Beneficiary Designation on a Life Insurance Policy or Retirement Account?
Patrick & Associates, PLLC

Here in Michigan, many people use beneficiary designations as a way to transfer some of their most important assets outside of probate — including retirement accounts, life insurance policies, annuities, brokerage accounts, bank accounts, and other securities.  Indeed, for many estates, these nonprobate assets can constitute a large portion of what the decedent distributes to…

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Understanding the Important Responsibilities of a Trustee
Patrick & Associates, PLLC

Dealing with the legal aftermath of a loved one’s passing can become complex, emotional, and time-consuming — particularly if you are named to serve as a trustee during the administration of your loved one’s estate. Put simply, a trustee is the person responsible for managing and distributing any of the assets held in a trust,…

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Our Client Reviews

Attorney Dean Patrick is highly skilled and knowledgeable in the areas of probate/trust administration along with estate planning. When I was on maternity leave I referred some of my clients to Attorney Dean Patrick. I knew that Dean Patrick...

Jennifer Werbling

I had a great experience with David . The team was professional, responsive, and really took the time to understand my situation. They explained everything clearly and made the whole process feel much less stressful than I expected. What stood...

Haroon Aldhahi

I am very grateful for Dean Patrick and his associates. I have worked with them on a couple of occasions and they have been wonderful. They are honest, kind, compassionate and truly helpful to get you through some difficult processes. Highly...

Anna Higgins

After years and multiple different groups I began to lose faith in ever getting help with Michigan Law. Ashley and Patrick & Associates stepped up and helped me through the firestorm. Aggressive, helpful, understanding, passionate and personable...

Matt Saindon

Jason Dandy has been the best experience I have ever had with an attorney! He is extremely knowledgeable and patient. He explains everything along the way and gives you options so you are making educated decisions. If I could give him 10 stars I...

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