586-273-7157 or 248-519-2425

 

ESTATE PLANNING IS FOR EVERYONE!  We want to make estate planning available to everyone.  We offer a variety of estate planning services both in-person and online. 

 

With our online tool, Guidr, you can use the Estate Plan Advisor to figure out what plan might work for you.  It also gives you the ability to design your Will, General Power of Attorney, and Healthcare Power of Attorney on your own while we review everything on our end and approve everything before you can print your documents. 

 

Don't want to do anything online?  We will come to you (within a reasonable distance).  We will meet you at your home, hospital room, Long-Term Care facility, trusted advisor's office (CPA, Financial Advisor, Insurance Advisor, etc.)

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Too far for an in-person visit?  We are more than happy to set up a meeting via Zoom to start the process.

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Starting your estate plan is as simple as pushing a button or giving us a call!

 

So, if you: 

• do not have anyone in place to make legal, financial, or medical decisions on your behalf when you are unable to make them on your own, push the button below or give us a call;

• have an adult child over the age of 18, push the button below or give us a call;

• are 18 years of age or older, push the button below or give us a call;

• have minor children, push the button below or give us a call;

• are a business owner, push the button below or give us a call;

• have a family member with special needs, push the button below or give us a call

• protect your assets from creditors including long-term care costs, push the button below or give us a call

• have children or grandchildren on financial aid, push the button below or give us a call

• have a blended family, push the button below or give us a call

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