Who?
Name the people authorized to receive information.
Michigan Trust
Your family’s business. Carefully shared.
Privacy should support the people who need to act.
Start with your circumstances.
What?
Share what each task requires, with required disclosures in mind.
How?
Use the agreed private channel and review permissions when circumstances change.
Still unsure? Let’s talk it through.
Tell us what you’re deciding. We’ll explain the next step.
Let’s talk about your plan