Estate Planning

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Planning is bringing the future into the present so that you can do something about it now.


~ Alan Lakei



None of us really likes to think about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. A well-crafted estate plan can ensure not only that your wealth is distributed according to your wishes after your death, but will provide for asset management and personal care during your lifetime, should you become disabled or legally incapacitated. With proper planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child, long-term care needs, and distribution of retirement assets can all be handled with sensitivity, care, and at a reasonable cost.

Our services include a broad spectrum of estate planning packages to meet your individual needs.

  • Simple Will Package
  • Trust Plan
  • Complex Trust Plan
  • Legacy Plan

Knowing you have a properly prepared plan in place – one that contains your instructions and will protect your family – will give you and your family peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for those you love. Get started today by completing your Legacy Plan Design Worksheet. Call our office today at 810-629-2222 to schedule your appointment and receive your planning packet.