

Macomb| Oakland | St. Clair Counties | Virtual
Call (586) 273-7157 or (248) 519-2425
For a free 15-minute initial phone call!
OUR PHILOSOPHY
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.)
Too far for an in-person visit? We are more than happy to set up a meeting via Zoom to start the process.
Starting your estate plan is as simple as pushing a button or giving us a call!
So, if you:
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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;
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have an adult child over the age of 18, push the button below or give us a call;
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are 18 years of age or older, push the button below or give us a call;
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have minor children, push the button below or give us a call;
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are a business owner, push the button below or give us a call;
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have a family member with special needs, push the button below or give us a call
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protect your assets from creditors including long-term care costs, push the button below or give us a call
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have children or grandchildren on financial aid, push the button below or give us a call
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have a blended family, push the button below or give us a call
SERVICES
TRADITIONAL ESTATE PLANNING
Preserve control of your assets while living and minimize or avoid probate upon death
ASSET PROTECTION PLANNING
Protect your assets and loved ones from creditors while living and upon death
MEDICAID PLANNING
Pre-plan to retain as many assets as possible when qualifying for Medicaid, or preserve as many assets as possible in case of crisis
DISABILITY AND SPECIAL NEEDS PLANNING
Protect yourself or loved ones with disabilities or special needs from creditors or from losing government assistance
BUSINESS SUCCESSION PLANNING
Plan for the protection of your business assets from personal creditors while you are living and proper succession of business interests upon death
PLANNING TOOLS
WILLS
Power of Attorney
Revocable Living Trust
Irrevocable Trust
SUPPLEMENTAL NEEDS TRUST
CONTACT US
Address
35339 23 Mile Rd. #724
New Baltimore, MI 48047
Email
Phone
(586) 273-7157 or (248) 519-2425