Protect your family and your wishes.
A will, a revocable living trust, and durable powers of attorney document your wishes, name the people you trust, and can allow property to pass without probate. The firm's streamlined process allows many plans to be prepared in a matter of days, at reasonable rates.
Planning for every stage of life
Every family is different, and so is every plan.
Young families
Name a guardian for your children and make sure an inheritance is managed until they are ready for it.
Discuss your planBlended families
Provide for a spouse and for children from a prior marriage, in writing, so no one has to guess.
Discuss your planRetirement and later life
Powers of attorney, a patient advocate designation, and planning for long-term care and Medicaid.
Discuss your planBusiness owners
A buy-sell agreement and a succession plan so the business continues as you intend.
Discuss your planEstate planning services
The documents that make up a complete plan, and the planning that surrounds them.
Wills and revocable living trusts
A will records your wishes and is the only way to name a guardian for a minor child. A revocable living trust passes property privately, without the delay and expense of probate, and can distribute an inheritance to a young beneficiary over time.
Financial and medical powers of attorney
A financial durable power of attorney names someone to handle your finances, now or upon incapacity. A patient advocate designation names someone to make medical decisions and records your wishes about life support.
Elder law and Medicaid planning
Planning for people over 65, including whether an individual is eligible for government assistance in a nursing home or assisted living, and the estate plan that should go with it.
Asset protection
Michigan protects certain assets from liability and exposes others. Asset protection is considered in every estate plan and business arrangement the firm prepares.
What a complete estate plan includes
Most families benefit from each of the following. David will recommend what fits your circumstances.
- A will, which is the only way to name a guardian for minor children
- A revocable living trust, so property passes privately without probate
- A financial durable power of attorney
- A patient advocate designation for medical decisions
- Beneficiary designations and property titling that match the plan
Will or trust?
A will
Records your wishes and names a guardian for minor children. A will is administered through probate, which is a public court process.
A revocable living trust
Passes property privately, without probate, and can hold an inheritance for a beneficiary who is too young to receive it all at once.
Many families use both. David will recommend the approach that fits your situation during your free consultation.
Schedule a free consultation.
Discuss your situation with David at no cost. You will understand your options, and the fee, before any work begins.