June 25, 2019

Why You Might Need a New Certificate of Trust (Episode #158)

Due to recent changes in Michigan Law, you might find that your bank, credit union or financial services company will no longer accept that Certificate of Trust that was prepared as part of your estate plan. In today’s episode, Tom discusses what...

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Due to recent changes in Michigan Law, you might find that your bank, credit union or financial services company will no longer accept that Certificate of Trust that was prepared as part of your estate plan. In today’s episode, Tom discusses what these changes are, and how banks, credit unions and financial services companies are requiring updated Certificates of Trust.