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

 

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise 

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

 

800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599