Michigan Estate Planning

The goal of estate planning is to create a set of keys and a set of instructions to assist your loved ones in the event you become incapacitated or to carry out your specific wishes after your death.

A Set of Keys
Financial Powers of Attorney, Medical Powers of Attorney, Privacy Waivers, and Revocable Living Trusts all function as keys you may entrust to individuals of your choosing. Financial institutions and medical facilities strictly enforce privacy laws and for your own protection limit access to your private medical and financial information unless you take certain steps. A well designed estate plan will allow others access to act on your behalf without recourse to the courts if you become incapacitated.

A Set of Instructions
The design of your estate plan will be uniquely designed to provide a clear set of instructions to guide your future trustee as they manage and distribute your assets for your beneficiaries after your death. The design of your plan is a collaborative effort and we work to blend your objectives with creative solutions from our wealth of experience with the full spectrum of family dynamics. Our tax minimization strategies include planning for the preservation of IRA/retirement plan assets through conduit trust planning and custom beneficiary designators. Our objective is that those you intend to receive your wealth in the future will be uninhibited by any creditors or predators.