Complete Estate Plans

Our Complete Estate Plans provide broad legal protection for individuals, families, and business owners.  Please review this page for details, costs, and how to get started.  Call (616) 361-2432 if you have additional questions, or use our contact form to schedule an appointment.  We look forward to working with you.  

What is a Complete Estate Plan?

A Complete Estate Plan is a comprehensive set of documents and strategies to protect you, your property, and your family -- both during your lifetime, and upon death.  There are three types of Complete Estate Plans because there are three methods to distribute property from an estate.  We will help you to select an appropriate estate plan, and draft the documents to carry out your objectives.

What are the Types of Complete Estate Plans?

We offer three types of Complete Estate Plans for Non-Taxable Estates:  

Each type of plan is customized to meet your needs, and provides a complete estate planning solution for most people.  With our help, you will pick the plan the works best for your family and budget.  We will draft all of the necessary documents for you, and guide you every step of the way.

Does a Complete Estate Plan Avoid Taxes?

Each type of Complete Estate Plan is designed for clients with total assets less than $5,500,000 for a single person, or $11,000,000 for a married couple. These figures are called the "Applicable Exclusion Amount", which is the value of property that is exempt from federal estate taxes.  More than 99% of Michigan residents will have an estate that does not pay tax based upon the current Applicable Exclusion Amount.  If your estate is worth more than the Applicable Exclusion Amount, then additional planning may be required to avoid estate taxes. 

Why Use Our Services?

The attorney you select can have a signficant impact on the outcome of your estate plan.  You can be confident about working with us for many reasons --

  • More than 25 years of experience and focused on the practice of estate planning.
  • Proprietary planning strategies and documents that are accurate, easy to understand, and affordable.
  • We have served thousands of clients, and administered hundreds of estates, so we know exactly what planning techniques will work for you.
  • We will help you select an estate plan that is cost-effective for your situation; you won't pay for something you don't need.
  • We offer complete estate planning solutions with no hidden costs.
  • We help you coordinate your assets with your estate planning documents to make certain that your plan will work when you need it. 
  • Documents are customized for you family and comply with Michigan law.
  • Personal consultation and follow-up advice when you need it. 
  • Estate planning updates when changes in the law may affect your situation.

Everything we have learned during more than 25 years of research goes into every document and estate plan that we create.  Let us put that experience to work for you. 

How Much Does a Complete Estate Plan Cost?

We charge a single flat fee for each type of Complete Estate Plan so that you will know exactly what to expect before you begin. We will help you select the type of plan that meets your objectives at the lowest cost.  A Complete Estate Plan usually saves far more money than it costs by reducing uncertainty, administrative costs, and disputes among beneficiaries. Review our Fee Schedule for Complete Estate Plans to estimate the cost of your estate plan.

What Steps Do I Need to Take for a Complete Estate Plan?

  1. Schedule an appointment to discuss your estate plan.
  2. Complete an Estate Planning Worksheet.
  3. Discuss your worksheet and questions during our conference.
  4. Review and sign your documents. 
  5. Follow our instructions to complete the planning process.

Where Can I Learn More?

Please contact us to request a copy of our booklet entitled Complete Estate Plans For Non-Taxable Estates.  The booklet explains each type of Complete Estate Plan, and includes tables and graphs to aid your understanding.  You may review the booklet below. 

Complete Estate Plans for Non-Taxable Estates

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