Warner’s Trusts and Estates Practice Group is pleased to share our Fall 2026 Estate Planning newsletter, featuring timely guidance for individuals, families, fiduciaries and advisors planning for the future.
In this issue, we explore:
- Planning for the future of the family cottage and avoiding unintended property tax consequences
- Trump Accounts and what families should understand about this new tax-advantaged savings option for children
- Important federal and Michigan tax considerations when using 529 plan funds for K–12 education
- How unused 529 plan funds may be rolled into a Roth IRA, subject to applicable limits and requirements
- How mediation may help reduce legal expenses in probate disputes
From preserving a family legacy to planning for education, retirement and wealth transfer, Warner helps clients make informed decisions that support their goals across generations.
