As an experienced estate planner, Michael regularly handles estate planning and asset protection matters. Careful estate and trust planning protects you, your family, and your assets. Retirement goes hand in hand with estate planning. Whether you are launching your professional career or commercial enterprise, are in the accumulation and wealth building stage of life, or are entering your retirement years, proper estate planning safeguards your family.
We believe that estate planning is not solely about documents, but about families. Too often estate planning is equated with wills, trusts, durable powers of attorney and other legal documents. While it is true that documents are necessary to achieve your estate planning goals, the estate planning process consists of much more than just routine preparation of documents. The wealth transfer process involves setting and defining goals, becoming familiar with legal terms, gathering the necessary information, and finally designing, drafting and implementing a customized estate plan that achieves individually tailored results.
The firm provides estate planning services, asset protection planning, business planning and retirement exit strategies.