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Oct. 13, 2020

Is Your Certificate of Trust Still Valid? (Episode #205)

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

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