Estate Planning

Strategic Wealth Consulting provides Estate Planning through our Alliance Group member, Paul A. DePorre, Attorney at Law.

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. Paul DePorre will help you accomplish these goals.

One of Paul'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, Paul 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 Paul or send him an e-mail. He would be happy to meet with you to learn more about your Estate Plannings needs.

Paul A. DePorre, PC
Attorney At Law
101 West Long Lake Road
Bloomfield Hills, MI 48304

Phone: 248-647-0277
Fax: 248-647-2356
Email: paul@deporrelaw.com
Website: www.deporrelaw.com