Asset Protection Planning

Protect Yourself & Your Family

Asset Protection Planning at Great Lakes is about creating a robust defense for your hard-earned assets against unforeseen claims and creditors. Our strategic planning fortifies your financial foundation, shielding your wealth and ensuring your legacy stands protected for generations. By analyzing risks and implementing strong legal structures, we provide a personalized shield for your estate, so you can rest assured that what you've built remains secure.

Our Specialities

  • Asset Solutions
  • Estate Planning
  • Medicaid Crisis Planning
  • & More

Fortify Your Financial Future

Why Meet With Great Lakes Estate Planning?

In today's uncertain economic climate, safeguarding your assets has never been more crucial. At Great Lakes Estate Planning, our specialized approach to Asset Protection Planning is designed to secure your wealth against potential legal threats, creditors, and unforeseen liabilities. Meeting with our experts is the first step towards constructing a durable financial shield that encompasses everything from real estate to investments. We tailor strategies that fit your unique situation, ensuring your estate is armored against risks and your family’s financial future is confidently secured.

More lawsuits are filed in the United States than in the rest of world combined. No matter how frivolous the suit may appear, you never know what a judge or will decide. This is why asset protection planning is one of the fastest growing areas of the law, and why you need an asset protection plan of your own.

Hand holding a wooden shield with a checkmark, symbolizing assured protection.
Wooden figures sheltered by an umbrella, symbolizing protection.

Safeguarding Your Estate

Dual Protection for Your Estate and Heirs

Your estate plan should achieve two key objectives: protect your assets from external threats during your lifetime and safeguard your heirs' inheritances for the future. This includes ensuring your children's inheritances are secure, particularly in cases of divorce or unexpected familial changes.

Moreover, it's vital to consider the unforeseen circumstances that could impact your legacy. If your child is no longer around, their inheritance should be preserved for your grandchildren, even through family transitions like remarriage. Additionally, if your heirs are not ready to manage their inheritance responsibly, your plan needs to provide protective measures. Great Lakes Estate Planning specializes in creating comprehensive strategies that cover these eventualities, providing you with peace of mind.

Your Asset Protection Plan

Proactive Planning for Today & Tomorrow

Asset protection planning is not a post-crisis strategy; it's a pre-emptive measure. At Great Lakes Estate Planning, we specialize in designing plans that protect your assets for your enjoyment today, ensuring you can live your life with the comfort and security you deserve. Our plans are crafted with foresight, aimed at preserving your wealth for the continued benefit of your loved ones after you're gone.

Centrally located right in Traverse City, we understand the specific legal landscape and opportunities unique to our community. Proactive planning is most effective when implemented long before any threat appears on the horizon. We encourage you to reach out to us now, while the waters are calm, to discuss a personal meeting tailored to your specific needs and goals. Secure your legacy with Great Lakes Estate Planning, your local experts in asset protection.

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Let Our Experience Be Your Guide


Committed to helping our clients simplify, protect & care for loved ones.

Our Practice Areas

  • Asset Protection Planning

    Asset Protection Planning safeguards your wealth against unforeseen threats. It's a strategic approach to secure assets from creditors, lawsuits, and financial uncertainties.

  • Customer Care Package

    Our Customer Care Package enhances Estate Planning with a complimentary year of personalized support, including secure storage, annual reviews, and updates for legal changes—your lifelong legal partnership.

  • Estate Planning

    Estate Planning ensures your legacy’s protection and peace of mind through comprehensive document preparation, future-proof strategies, and personalized legal guidance.

  • Medicaid Planning

    Medicaid Planning navigates healthcare costs, preserving assets while ensuring eligibility for benefits, offering strategic advice for long-term care preparation.

  • Planning For Your Children

    Planning for Your Children secures their future through tailored estate strategies, safeguarding assets and ensuring care in life’s unexpected moments.

  • Probate

    Probate manages and distributes a deceased’s estate, legally transferring assets to heirs, ensuring wishes are honored and legal requirements met.

  • Special Needs Planning

    Special Needs Planning creates secure futures for loved ones with disabilities, ensuring tailored care, financial protection, and quality of life enhancements.

  • Trust Administration

    Trust Administration efficiently manages and distributes estate assets according to the trust agreement, ensuring legal compliance and beneficiary satisfaction.

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