Trusts and Estates

For your
FUTURE

The Estate Planning, Trust, and Probate attorneys in our Traverse City, Grand Rapids, and Ann Arbor offices are driven by a simple acknowledgement: We know you work hard to reach your financial goals and provide for your loved ones, so we work just as hard to ensure your estate plans effectively transfer your property to your beneficiaries – with the least amount of tax and turmoil.

Whether your wealth is individually held or is part of a family business, we’ll help you decide how best to transfer assets to maximize the benefit to the individuals or organization receiving them.

For instance, we:

• Prepare wills, trusts, durable powers of attorney, living wills, health care proxies, and related documents.
• Advise clients on ways to minimize estate and gift taxes upon the transfer of assets.
• Focus on medicaid planning, and other long-term care planning for the elderly and disabled, including medicaid appeals, housing, and veterans benefits.
• Show clients ways to reduce capital gains taxes and discuss how best to address unique family situations.
• Ensure clients’ estates will be probated promptly and efficiently in accordance with their wishes.

Notably, our firm is ranked "#1 in Traverse City in Trusts and Estates" by The Best Lawyers in America.  With expert estate planning advice and a sincere desire to establish lasting relationships, we can serve clients changing needs over time.