ESTATE PLANNING

At The Private Firm, we believe that estate planning is an art, intricately woven together as a tapestry of legacy, protection, and foresight. Our seasoned legal attorneys in Rochester, MI are dedicated to understanding your unique financial aspirations and custom-tailoring solutions to meet your needs.

Comprehensive Estate Planning Services in Rochester, MI Include:

Revocable Trusts: These flexible tools allow you to maintain control over your assets during your lifetime and ensure a smooth transition upon your passing.

Irrevocable Trusts: Designed for those looking for enhanced asset protection and potential tax benefits, these trusts, once established, cannot be easily altered or revoked.

Pour-Over Wills: A safety net for your revocable trust, ensuring any assets not titled in the trust’s name are transferred to it upon your demise.

Powers of Attorney: Empower a trusted individual to make financial and health decisions on your behalf should you become incapacitated.

HIPAA Disclosures: Ensure that your designated representatives can access your medical records, facilitating informed decisions about your healthcare.

Beneficiary Designation Forms: Directly designate beneficiaries for assets like life insurance policies and retirement accounts, bypassing the probate process.

Funeral Representative Designation Forms: Appoint a trusted individual to make decisions regarding your funeral and final resting place.

Nomination of Guardianship: Designate a guardian for your minor children, ensuring they are cared for by someone you trust.

Nomination of Conservatorship: Appoint a trusted individual to manage your financial affairs and personal care if you become unable to do so.

Assignments of Personal Property: Detail the distribution of personal items, from heirlooms to everyday belongings, ensuring your wishes are honored.

Funding of LLC and Other Business Interests: Seamlessly integrate your business assets into your estate plan, ensuring continuity and protection.

Tax Planning and Avoidance: Navigate the complexities of the tax landscape, optimizing strategies to minimize liabilities and maximize wealth preservation.

Succession Planning: Ensure the longevity of your business by planning for its future leadership and direction.

Trust Funding: Properly allocate assets to your trusts, ensuring they are effectively managed and distributed according to your wishes.

Ladybird Deeds and Real Estate Restructuring: Strategically manage your real estate assets, utilizing tools like ladybird deeds to avoid probate and ensure a seamless transition of property.

We delve deep into your individual circumstances with our asset protection and estate planning services in Rochester, MI, collaborating closely to sculpt plans that align with your goals. Excellence is our benchmark at The Private Firm. Whether you’re embarking on a holistic estate planning journey or seeking insights on specific financial facets, such as asset protection, our Rochester, MI law firm offers legal expertise.

Reach out to us and discover how we can illuminate your path to a lasting financial legacy

Our law firm in Rochester, MI offers estate planning services that include everything from wills and trusts to asset protection and business succession planning. We take the time to understand our client’s individual circumstances and work closely with them to develop customized plans that achieve their objectives.

At The Private Firm, we pride ourselves on our commitment to excellence and our ability to deliver results. Whether you’re looking for guidance on creating a comprehensive estate plan at our Rochester, MI based law firm or need assistance with specific aspects of your financial situation, we are here to help. Schedule a consultation today to learn more about our services and how we can help you achieve your financial goals.