You don’t have to choose between legal protection and tax efficiency. Because our lead advisor is dual-qualified, we look at every legal move through a sophisticated tax lens. Our integrated approach provides you with a strategic advantage, optimizing your fiscal position and fully protecting your legal interests.
As a boutique firm, we take your privacy very seriously. We offer highly personalized, discreet counsel, with your confidentiality as our top priority. We lean heavily on attorney-client privilege to keep your sensitive financial and personal data shielded from public view.
We focus on being proactive, which means protecting your wealth before a risk ever appears. By using tools like specialized trusts and LLCs, we build a wall around your assets to keep them safe from potential lawsuits, making sure your family’s financial future stays secure.
We act as your “legal shield” during audits and direct dealings with the IRS. Beyond just negotiating settlements or lower penalties, we provide a layer of confidential guidance that only an attorney-led firm can offer through attorney-client privilege. For example, if you do not want to go to tax court, we may resolve the issue at the administrative level and eliminate the dispute before it escalates further.
Our CM&AA credentials mean we know how to navigate the complexities of a deal. Crucially, because we have a CPA on board, we can structure deals in a tax-favorable manner that standard advisors might overlook. We handle everything from due diligence to final paperwork to ensure the transaction serves your long-term financial goals.
A will usually goes through public probate court, which is not only slow and open to the public but also comes with expensive probate fees. A living trust avoids this process entirely. With proper planning, we ensure your assets are distributed exactly as you wish. It’ll keep your wealth with your beneficiaries rather than losing a portion to court costs or government fees.
For a standard, uncontested estate in Michigan, you’re usually looking at 6-12 months. Our team steps in to manage the paperwork, creditor notices, and inventories so the process moves as quickly and smoothly as possible.
We audit everything from corporate governance and contracts to tax records. Our goal is to make sure you aren’t inheriting legal headaches and that the price you’re paying reflects the business’s actual value.
Yes, that’s a core part of what we do. We use personalized strategies, such as gifting plans and sophisticated trusts, to minimize the tax bite. We want to ensure that more of your hard-earned wealth stays with your heirs rather than going to the government.
We do. We act as a strategic partner for businesses of all sizes, handling everything from forming new entities and negotiating contracts to staying on top of regulations. We’re here to help you navigate the daily legal challenges of running a company.
If you don’t maintain clean records, you risk “piercing the corporate veil.” This can leave your personal assets vulnerable to business lawsuits. We provide the guidance you need to stay compliant and keep your personal and professional lives legally separated.
We guide trustees through the process with care and precision. We help you fulfill your legal duties, take an inventory of assets, and handle all the necessary tax and legal filings so your loved one’s wishes are carried out exactly as intended.
Life moves fast, so you should revisit your plan after major personal milestones, such as marriage, divorce, or the birth of a child. It is equally important to update your plan during major financial shifts, specifically if you acquire real property, open a business, or experience a significant change in your financial position. These assets need to be formally reflected in your plan to ensure they are protected.
In 2025, if an estate is valued at $51,000 or less, it is officially considered a Small Estate in Michigan. Please note that this specific dollar amount is adjusted annually for inflation. Qualifying as a Small Estate allows you to follow a much simpler process, such as a “Transfer by Affidavit,” which helps your family distribute property without the expense and delay of full probate.
No. We provide a complimentary consultation to assess your needs before any billing begins. This allows us to understand your specific situation and determine how we can best assist you without any initial financial commitment on your part.
