Estate Planning Practice

Estate Planning Practice

The Marsalese Law Group, is a full-service Estate Planning law firm focusing its practice in the areas of estate planning, business planning, probate, will and trust administration. At the Marsalese Law Group, our Estate Planning practice we utilize the most cutting edge techniques to assist our clients achieve their legacy planning goals. As members of The National Network of Estate Planning Attorneys, Financial and Estate Planning Council of Metropolitan Detroit, Inc., as well as other estate planning organizations, we have at our disposal some of the latest and most effective estate planning techniques in the industry. We consider estate planning to be an essential element of one’s business and individual planning; an owner’s manual of sorts.

At the Marsalese Law Group, we provide comprehensive estate planning services. We focus on creating lasting, protected legacies through robust living trust based planning. Most conventional estate plans FAIL! Estate planning is not about documents - it's about results. Our client driven approach is focused on building a relationship with our clients and their families. We take pride in taking the time to explore all the issues that are important to you. We use this time to develop a comprehensive plan that meets our full definition of estate planning and creates a plan that works! The key to proper estate planning is clear, comprehensive, customized instructions for our client’s care and for the care of their loved ones. Before we work with clients, we want them to recognize that the "truth" about estate planning is probably different than they thought. See what you think of the following statements. Our "Truth About Estate Planning" workshops go into the details behind these matters, so come sometime for more information.

Many people think the purpose of estate planning is limited to ensuring that your assets and possessions are passed on to the people and parties you want to have them after you die, with as little delay and costs as possible. However good estate planning goes beyond this—it plans for adequately addressing many of the obligations you undertake if you are no longer able to perform your responsibilities due to death or incapacity. The preparation of a will, powers of attorney and the nomination of superannuation beneficiaries are all part of the process – but there is much more to an estate plan than that.

A typical estate plan includes a revocable trust (sometimes called a “revocable living trust”), health care power of attorney, general durable power of attorney, and a last will and testament. For business owners, a business durable power of attorney is mandatory. Future funding through the proceeds of insurance and the tax implications that result from an unexpected event need to be properly considered. The key to proper estate planning is clear, comprehensive, customized instructions for one’s own care and for the care of their loved ones. We find that most of our clients are best served with a combination of legal tools, backed up by the Three Step Strategy™ of Lifespan™ Planning.

Our Three-Step Strategy™ Can Help!

The Estate Planning Attorneys at the Marsalese Law Group, use a unique Three-Step Strategy™ to ensure that your personalized estate plan will work in the way you want it to. These unique Three-Step Strategy™ are as follows:

  1. Develop your plan through a detailed counseling and design process. Going beyond merely filling out ‘off the shelf’ forms.
     

  2. Transferring assets into properly titled ownership, and maintaining your plan through an ongoing, formal maintenance and education program.
     

  3. Working together with your family to settle your estate at your death.

 

With a well-drafted estate plan in place, our clients are rest assured that their families will know what our client’s wishes are helping to ensure a smooth transition of their estate and not having to endure the public and costly process of probate, that their estate will not be depleted by unnecessary taxes and fees and most importantly, the decreasing the heartache caused by families fighting over the unknown.

For information on how the Marsalese Law Group can provide professional, effective, and efficient legal advice, contact us anytime at 586-915-2184 or mm@marsalese.com.