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Estate Planning

Established Michigan Estate Planning Attorney Helps You Prepare for the Future

Trusted attorney advises clients in Michigan on Wills, Trusts and Conservatorships

No one knows what tomorrow might bring, but there are some inevitabilities for which you can prepare. You have worked too hard to risk your personal security or the legacy you leave, so it is wise to establish an estate plan you can count on no matter what occurs. At Shatzman And Associates, P.C., I help clients guard against the inevitable and unforeseen circumstances. Whether your estate is substantial or modest, I work with you to design an estate plan that fits your individual circumstances and addresses your concerns.

Skilled lawyer provides counsel for your estate plans

Establishing a well-thought-out estate plan allows you to provide protection for your property, family finances and medical care. Do you want to maximize what you give your heirs? How can you protect the family owned business? How do you pass control of a family owned business? How do you provide for a child with special needs? Who should be a decision-maker in case you become incapacitated? How to preserve a vacation home? To address these questions and concerns you can rely on me to help you design a comprehensive estate plan. I provide legal assistance with the following:

  • Will drafting, execution and review
  • Revocable Trusts
  • Durable Powers of Attorney for Healthcare (living wills)
  • Powers of Attorney
  • Estate and Gift Tax issues
  • Guardianships and Conservatorships
  • Choosing the right Personal Representative(s) and Trustee(s)

Each person has different concerns and goals for the future. I work closely with you to determine your priorities and draft documents to carry out your specific intentions.

Thoughtful attorney handles Wills, Guardianships and Powers of Attorney

Estate plans can include instructions not only for distributing your property after you have passed but also for handling decisions in the event you have a stroke or heart attack and can no longer make them for yourself. Though it may be difficult to think about your mortality, clear and thorough estate plans can remove the fear of uncertainty. I can help you with:

  • Wills — Your Last Will and Testament provides the opportunity to distribute property, provide care for children and otherwise express your final wishes. A Will is also a document you can use to leave property to a person or entity other than a blood relative.
  • Revocable Trusts — Trusts are flexible instruments that allow you to put conditions on gifts and provide an allowance for a beneficiary, rather than a lump sum, over a long period of time. When you set up a revocable trust, for example, you can enjoy your property during your lifetime and transfer wealth seamlessly at your passing while helping your loved ones avoid probate.
  • Advance directives — Advance directives allow you to clearly articulate your preferences for medical treatment and lifesaving interventions. They set forth instructions on various matters, including who should serve as your healthcare proxy (or power of attorney) if you are incapacitated. Advance directives can also include DNR orders.
  • Guardianships — If you have minor children, it is important to plan for their care in the event you and their other parent pass away. While you can designate a guardian in your Will, that designation does not become effective until the court appoints them to serve in that capacity. Choosing a reliable, capable and trustworthy guardian can help ensure your children grow up feeling cared for and loved.
  • Conservatorships - After obtaining letters of authority from probate court, conservatorships involve designating an individual who can handle the financial affairs of an individual who can no longer take care of themselves.  

It is comforting knowing that you have planned for your long-term well-being and the financial security of your loved ones.  At Shatzman And Associates, P.C., I thoroughly analyze your estate and assist you to design the documents you need to transfer your assets, minimize taxes, a guardianship and support philanthropic causes.

Contact a trusted Michigan estate planning law firm

For comprehensive estate planning services, call Shatzman And Associates, P.C. at 248-646-0300 or contact me online to schedule a free consultation.

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