Estate Planning

Estate Planning

What Prospective Clients are Telling Us

Many prospective clients wonder whether they really need an estate plan. So, the common misperception is that “estate planning is for rich people” or “I’m too young for an Estate Plan.”   Understandably, most don’t think of themselves as wealthy and death is a topic people don’t want to address.

However, an Estate Plan is one of the most important and thoughtful decisions you can make. The purpose of an Estate Plan is not just to tell the government how to distribute property after your death. An Estate Plan is a way to maintain control over your affairs while alive and after you pass away. So, an Estate Plan allows you to protect your assets and help you and your family maintain your current lifestyle.

Revocable/Irrevocable Trust and Estate Planning 

Life changes and so should your Estate Planning documents. If you have recently married, divorced, or experienced the death of a loved one, it’s probably time to start or review your Estate Plan.

Powers of Attorney 

Gives another person broad legal ability or limited ability to make legal decisions about someone’s property, finances or medical care. Powers of Attorney are essential to any comprehensive Estate Planning Services. Call Today

HIPPA Agreements 

Gives loved ones the ability to review your medical records upon your death or disability. But, not the ability to make medical decisions.


A legal declaration of a person’s wishes regarding the disposal of his or her property or estate after, but not before death. Wills do not bypass probate so, the process is public.

Funeral Representative Designations 

Michigan law allows an individual 18 years and older, with capacity, to designate a person to make decisions about funeral arrangements. 

Buy and Sell Agreements 

Small business owners face many challenges with the death of a partner. But, Buy and Sell agreements may be the answer. So, an Estate Planning Services review can show you your options.

Insurance Review

Most people have too much life insurance or not enough.  So, review your current and future life insurance needs.

Beneficiary reviews 

Important because clients often forget to remove divorced and deceased spouses and loved ones.  So, new additions through marriage, adoption, and birth should warrant changes.