Estate Planning

Planning for Everyone You Love & Everything You Have

Many adults delay or overlook the critical task of estate planning, leaving their assets and, more importantly, their decisions in uncertainty. Proper estate planning is more than just drafting a will—it's about making sure that your wishes are respected and your loved ones are cared for in case of death or incapacitation. From designating beneficiaries to planning for taxes, Great Lakes Estate Planning ensures every detail is accounted for, giving you control over the future, come what may.

Our Specialities

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

Do You Really Know?

Understanding the Impact of Estate Planning

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.

If you do not have an estate plan, then your state has a plan for you, and it’s probably not what you want.

Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.

Senior couple reviewing documents with estate planner.
Young family discussing plans with advisor.

Effective Estate Planning

Addressing Important Issues During One's lifetime

When many people hear the term estate planning, they think it refers only to the distribution of assets after death. That is part of it, of course, but effective estate planning can address important issues during one’s lifetime and in end-of-life situations.

For example, a well-designed estate plan will ensure that a person of your choosing can make medical and financial decisions on your behalf if you become incapacitated. Without a plan, someone will petition the court to gain control over your medical care and assets. This could very well be a person you would not want to make important decisions on your behalf. In addition, the court processes involved are time-consuming, frustrating and expensive.

We Make It Easy For You

Simplify Your Estate Planning Journey With Us

We take a highly personal approach to helping our clients achieve goals like these and many more. We will devote all the time necessary to gain a thorough understanding of your needs, goals, and family dynamics. We will explain your options in plain English, not confusing “Legalese.” Then, we will draft a customized estate plan to achieve every one of your goals.

We can also collaborate with your accountant, financial planner, insurance representative and other advisors to ensure all of your needs are addressed. Once your plan is completed and implemented, you will enjoy the peace of mind that comes with knowing your family and assets are protected.

Schedule for a personal meeting to discuss your particular needs and goals.

Smiling woman consulting with elderly mother over laptop.
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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