Planning for Properties Beyond Michigan

When people think about estate planning, they usually focus on their primary home or financial accounts. But what about your cabin up north, your Florida winter rental, or that favorite timeshare? Out-of-state and seasonal properties can add unexpected complications to an otherwise simple estate plan.

Many clients are surprised to learn that owning real estate in another state or country can lead to additional probate requirements or legal hurdles for loved ones. The good news is that with some thoughtful planning, you can easily prevent these challenges and keep things smooth for your family.

Why It Matters

Every state and country has different rules for transferring property after death. If your estate plan doesn’t address this ahead of time, your family might face:

• Separate probate proceedings in each location
• Delays in selling or passing on property
• Conflicting legal requirements
• Tax consequences that could have been avoided with proper planning

This isn’t just about paperwork; it can create real stress for your loved ones, especially if they live far away or aren’t familiar with local regulations.

How We Help Simplify the Process

We help families make sure every property, wherever it’s located, is included in their estate plan. Here’s how we do it:

• Trust-Based Planning: We ensure vacation homes and rentals are titled in your trust to facilitate smooth transfers and avoid probate across different states.
• Multistate Coordination: We draft wills and trusts that comply with the laws of multiple jurisdictions and cover out-of-state property.
• Tax and Legal Guidance: For international properties or complex ownership arrangements, we guide you through the necessary tax rules and legal steps to reduce complications.
• Clear Support for Loved Ones: We provide straightforward documentation and digital access for anyone who may need to manage your estate from a distance.

A Plan That Travels with You

No matter if your second home is just across the border or halfway around the world, your estate plan should be prepared to cover it. These places are sources of joy and memories—let’s make sure they don’t become a burden for your loved ones in the future.

If you’re a seasonal resident, frequent traveler, or owner of property in more than one place, now is the perfect opportunity to revisit your estate plan and make sure all your assets fit into the bigger picture.

Want peace of mind wherever life takes you?