Estate Planning

Estate Planning

Our goal is to help our clients achieve individual, retirement planning, and charitable giving so they may preserve and distribute their assets to their family members and intended beneficiaries in the most tax/cost-effective manner possible.

We provide a full array of personal planning services for individuals and families. We implement a thorough, personalized approach to assist clients with all of their family planning needs, including tax and estate planning, probate and trust administration. We specialize in wealth preservation and transference to protect families by analyzing the needs and goals of our clients and implementing a plan to meet those objectives. We emphasize, above all else, educating our clients on the hows and whys of estate planning so they can make informed decisions regarding not only their futures, but the futures of their families and succeeding generations.

Understanding Estate Planning

We draft wills, trust agreements, durable powers of attorney for financial matters and healthcare, and other estate planning documents on behalf of our clients. We ensure all of our estate planning documents are prepared and thoroughly explained to our clients so they can be readily understood and are effective in implementing the tax and personal planning strategies which have been formulated. Our firm stresses, above all else, educating the client on their estate planning issues so they can have peace of mind and security that their legacies will be transferred to succeeding generations and intended beneficiaries according to their wishes, and not the desire of others.

The Estate Planning Process

Estate planning commences with an initial discussion of the client’s estate planning objectives and an analysis of present and future assets, liabilities, income and expenses.  If the client elects to retain the firm to provide estate planning, then detailed consideration is given to tax and probate ramifications as well as guardianship choices and planning for incapacity or disability.  Thereafter, the estate planning documents are prepared and presented to the clients in an individual meeting so the clients are completely educated on the operation of their estate plan.

Special Needs Planning

Estate planning for a loved one with a disability requires a specialized approach to ensure that there are assets to care for them after you pass away. Additionally, these assets should be managed in a manner that will not cause your loved one to become ineligible for government benefits to which they may be entitled. The firm provides a full array of services which include special needs trusts and establishing guardianships for individuals with developmental disabilities.

Thank you so much for your patient professionalism...

in helping walk us through the process of developing our trust. You are a very pleasant person to work with and I'm delighted to recommend you after our experience with your firm. We are anxious to recommend you and look forward to doing business with you again as we amend our agreement and consider future business ventures.

S.B. and E.B

Thank you for helping us...

figure out life logistics in the least painful way possible. We dreaded dealing with our estate plan, which you made an enjoyable experience. We especially appreciated the touch of humanity you brought into meetings, phone calls and emails.

G and B

You made a seemingly daunting task pleasurable

I just wanted to take a moment and thank you.  Thank you for doing a great job preparing my will and Trust.  You made a seemingly daunting task pleasurable.  I had been meaning to get this goal accomplished for a long time and I am glad that I selected you to finally complete it.  I appreciate your knowledge, wisdom and expertise.

RG, Royal Oak, Michigan

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