Licensed in Florida and Michigan to help with:
- Wills
- Living Wills and Patient Advocates
- Durable Power of Attorney
- Living Trusts
- Irrevocable Trusts
- Asset Protection Analysis
- Business Planning
- Life Insurance Planning
- Family L.L.C for Investments or Property
- Land Trusts
What Is Estate Planning?
Everyone has a story and most of us have a good idea of how we want to be remembered by those who are important to us. Estate planning is a great way to leave a positive and lasting legacy to your loved ones by determining your wishes for providing for yourself and your loved ones both during your lifetime and after you are gone. Our role in the process is to work with you and your other advisers to develop the best estate plan possible through the use of wills, trusts, and other estate planning services.
Choosing Your Legacy
We have a strong desire to help people work through these difficult and important decisions. We like to arm our clients with as much information as possible before they make these decisions concerning the legacy they want to leave.
No matter how or what you want to happen with your assets or who you want to care for your children or other dependents, we will make sure your estate plan clearly provides instructions to carry out your wishes. A lot of folks want to be sure that all of their possessions get to the right people quickly (or slowly – your choice) or that their children have the skills or education to succeed in life. For others, it might mean carrying out their desire to give everything to charity or establish their own foundation or charity. Some people have simple means and just want to be sure that they are not a burden on the next generation.
We will work with your other advisers to ensure that the estate planning process takes inventory of what you have and make suggestions about various supplemental or replacement financial products or services that have helped other clients.
We Are Concerned about Your Concerns
Your concerns are our concerns, and we will work through them with you until they are addressed in your estate plan to your satisfaction. Our Flat Fees for Estate Planning work in your favor here, so please take the time needed for us to help you get it right.
Whether you want to build a lasting family dynasty or you have the attitude that “you can’t take it with you,” we can assist you with estate planning that covers future events like death, disability, or incapacity in the way that suits you, your family, and your lifestyle. The lack of proper estate planning exacerbates this already tense situation and can result in life-long arguments between parents, children, or siblings, or wasted resources that were not properly protected. These unresolved issues can be easily avoided with proper estate planning. Please let us help you leave a positive and lasting mark on those you care about through careful planning and thoughtful giving.
Free Initial Consultations
Please call today to schedule a free consultation to learn how we can be of service to you and those you care about by helping you create a personalized estate plan designed to ensure you take care of yourself with long-term care planning to leave a positive legacy.