Advanced Estate Planning

Many estates, because of their size or complexity, need more than a basic living trust or will. Depending upon your circumstances or desires, there are many options available to you. These options may help you enhance and maintain your estate to maximize its value for you and your family.

Some of these options include life insurance trusts, charitable trusts, family partnerships, personal residence trusts, and specialized irrevocable trusts.

We have assisted many wealthy families and business owners who have more complex estate planning needs. We work hand in hand with their tax and financial advisors to assure that their estate plans are created in a manner that achieves their goals and objectives, and review such plans on a regular basis to make certain it is current with existing circumstances and legal requirements.

Contact Us via email or call our Bloomfield Hills office at 248-642-5535 or our Ortonville office at 248-627-2808 for assistance.

 

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Bloomfield Hills Office
40900 Woodward Avenue
Suite 111
Bloomfield Hills, MI 48304
Tel: 248-642-5535
Ortonville Office
875 S. Ortonville Road
P.O. Box 744
Ortonville, MI 48462
Tel: 248-627-2808