About

Our estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. We excel in guiding our clients through the often-confusing maze of financial and legal decisions to create plans that ensure the well-being of your families and the accomplishment of cherished family goals. Our considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, we will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

 

In every plan that we do, we include a process after we've got all your financial documents in place that is going to ensure that you pass on what really matters. The financial documents are going to pass on your money, make things as easy as possible for your loved ones and keep them out of court and out of conflict.  Then at the very end, we're going to interview you, asking you a series of questions. We call these family wealth passages. We record this conversation with you, and we put these questions on a flash drive and your answers, of course, so your family has a lasting legacy of who you are, what's important to you, and what really matters. We just build that into our process. There won't be any extra fees for it.  It's just part of what we do, because we understand what’s really the most important part of the planning that you'll do with us.

All of our plans include substantial extras that are not included with most documents-only estate planning attorneys. All of our plans include a kid's protection plan, which ensures that your kids will never be taken under the care of strangers if anything happens to you. All of our plans include a family wealth inventory to keep track of your assets so that none of your assets are left to the Michigan Department of Unclaimed Property when you die. All of our plans include us ensuring that your assets are transferred into the right names whether you're doing it or we're doing it for you. We're going to make sure it gets done. 

We will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved one’s out of court and out of conflict.

Let’s Work Together