About Us

What Sets Us Apart

 Our Goal is to Co-Create a comprehensive Family Wealth Protection Plan, or business Exit Plan, that will actually work with people who care.

Yes, you have to invest time, energy, emotion and money.  However, it will produce peace of mind for you and protection for your family or business.

No Law Firm can be an expert at everything.  The focus or our practice is wealth and personal protection for families and individuals and smooth transition or exit planning for business owners.  What makes us unique is our membership in two national organizations.  Wealth Counsel estate planning for families and individuals; and, the Business Enterprise Institute on the business owner side.

The mission of both of these organizations is quite simple…”If it doesn’t work for the client, it doesn’t work, period.”

In working with us you are not going to find perfection. What you will find is a law firm that deals with difficult life, disability, death, and business succession issues on a regular basis which has produced exceptional results people did not think were possible.

There are other ways to do this planning. For example, using a general practice law firm or trying to do it yourself  on the computer. The real question is will those other ways produce a plan that actually works, or not?

Our mission is to reduce, and in some cases eliminate, your anxieties, fears, and concerns about the future. We actually help people act in their own best interests.  Peace of mind not just a piece of paper.

The key question to ask yourself is,  “If I decide to invest the time, emotion, energy, and money to create a Family Wealth Protection Plan™; or a business Exit Plan, what’s in it for me?”

 

We Believe

We are a full-service, estate planning law firm based in Grand Rapids and Lansing, Michigan.

We believe estate planning is a process designed to improve the quality of life for your loved ones. Estate planning empowers you to control how your assets are used in the event of an illness as well as how your assets are to be passed onto future generations.

Our firm emphasizes the need for expanded client counseling and education on how your estate plan works and on what actions you need to take care of during your lifetime to assure that your estate plan performs in the manner you expect. The administration of your plan is as essential as the quality of the legal documents themselves.

This commitment to full service requires a higher level of client support than provided by most legal firms. Our estate plans are designed to succeed beyond what is common in today’s marketplace.

 

Our Services

We focus our law practice primarily on: Estate Planning, Disability Planning and Business Succession and Business Exit Planning.

Whether you are planning to reduce estate taxes, avoid probate, protect a child’s inheritance from divorce or creditors, it is critically important to manage the mechanics of your estate plan.

Beyond drafting the highest quality documents customized to your unique needs, our law firm guides and supports your estate plan work. We offer trust funding assistance to ensure that your assets are properly planned in the event of disability or death. Trust funding is a critical element in successful estate planning. Trust funding makes sure your estate plan attains its goals. We also offer education and training to ensure that the loved ones you designate know what to do should they need to assist.

Our trust settlement services help to ease administration at death for your loved ones. Settlement services ensure your wishes are carried out according to your estate plan.