Broker Check

Estate Planning

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Strategic Wealth Consulting provides Estate Planning through our Alliance Group member, Michael P. Witzke - Attorney at Law; McDonald Hopkins

Estate planning is unique because everyone can benefit from some form of plan. Whether it involves a simple will, a revocable trust, or more complicated tax sheltering instruments, estate plans should always reflect the client’s wishes regarding distribution of assets, while also providing the appropriate vehicles to avoid the probate court’s involvement, and to minimize estate taxes. Michael Witzke will help you accomplish these goals.

One of Michael's favorite aspects of estate planning is helping clients “get their financial house in order”. The challenge is to convey this wealth to our loved ones seamlessly, without triggering estate tax, when we pass on. Unfortunately, the law prevents us from transferring wealth without probate, unless we have a written estate plan. Also, if you pass away without a plan, the government will decide for you who will receive your estate, which, in some cases, may be the government itself. For many clients a complete estate plan includes a will, a trust, a durable power of attorney and a medical power of attorney. For some, it may require more complex planning to minimize oppressive estate taxes. Regardless of your estate’s size or complexity, Michael will work with you to review your estate, to discuss your needs, and to tailor a plan that will allow you to achieve your goals.

If you have questions about Estate Planning, please call Michael or send him an e-mail. He would be happy to meet with you to learn more about your Estate Planning needs.

Michael Witzke
Attorney At Law
39533 Woodward Ave Suite 318
Bloomfield Hills, MI 48304

Phone: (248) 593-2948

Michael Witzke is not affiliated or registered with  First Allied Securities Inc. Any information provided by Michael Witzke is in no way related to  First Allied Securities Inc. or its registered representatives.

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