Legal Services

ESTATE PLANNING

“I want to control my property while I am alive, take care of me and my loved ones if I become disabled, and give what I have to whom I want, the way I want and when I want. Furthermore, if I can, I want to save every last tax dollar, professional fee and court cost legally possible.”

WHAT ESTATE PLANNING IS ALL ABOUT:

We listen closely to understand the individual needs of our clients so that they can create a customized estate plan to meet the objectives of each individual client.

With our guidance, clients gain peace of mind that their long term needs will be met, that their assets will be protected for the benefit of the person or persons they choose and most importantly, their family will be protected in the event of the unexpected.

A Simple Explanation of Just How a Living Trust Works:

If you think you are too young, too old, or don’t have enough assets to put together an estate plan, think again. These are common myths surrounding the topic of estate planning.  

It is never too early or too late to prepare a proper estate plan. If you have not done any estate planning, now is the time to start. Estate planning can help people accomplish their estate planning objectives. 

Even if you have done some estate planning, it is a good idea to check with an attorney to make sure your estate plan is up to date to get optimum results in light of possible changes in laws or tax regulations. Also, if you have an existing estate plan, see the Top Ten Mistakes People Make in Estate Planning to make sure that you are avoiding any unnecessary pitfalls of planning incorrectly.

The O’Bryan Law Firm provides clients all over Michigan with customized estate planning services tailored to meet each individual’s needs.

 

  • Trusts

  • Special Needs and Disability Trusts

  • Will Preparation

  • Business Succession Planning

  • Advice on Asset Protection

  • Counsel on Wealth Preservation

  • Guardianships and Conservatorships

  • Durable Powers of Attorney

  • Living Wills

  • Health Care Proxies and Directives

  • Family Limited Partnerships and Limited Liability Companies

  • A complimentary checkup on your existing estate plan

Our estate planning services include:

 

ESTATE SETTLEMENT

Estate Settlement is the process of making your last wishes a realty - in law and in fact.

There are generally three main responsibilities that occur upon someone’s death with regard to their estate assets. Someone, generally a person appointed by the decedent as personal representative or successor trustee, will be responsible for ensuring that:

  1. The decedent’s assets are collected and managed;

  2. All debts, taxes and expenses of the decedent are paid, or properly dealt with; and

  3. Administering and distributing the assets for the benefit of the named beneficiaries.

Understanding Probate:

We can assist your family in helping them settle an estate, whether the person who died was a client of our or not.  It all starts with an initial consultation with Sean, and he will give you direction on exactly what steps need to be taken.