Income.
Who reports the income, and does the proposed structure change that?
Michigan Trust
Plan before making the change.
We coordinate estate-planning questions with your CPA.
Start with your circumstances.
Gifts.
What reporting or transfer consequences need review?
Estate.
How do your property, control, and prior arrangements affect the questions?
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