Estate Planning

Estate planning is a process to assist clients through the various phases of life. It allows a person to designate a trusted individual to make medical decisions when they are unable, and financial decisions for convenience or incapacity. Improper planning can lead to disastrous tax consequences which may substantially reduce the transfer of wealth to a family. Upon death, proper estate planning, using the tax expertise of our lawyers, ensures the transfer of assets according to our client's wishes. Our services include:

• Administration and management of trusts and estates
• Durable powers of attorney
• Guardianships and conservatorships
• Irrevocable life insurance and charitable trusts
• Litigation of estates and trusts
• Minimization of estate and income tax liability
• Retirement and pension benefit distribution
• Special needs trusts for disabled individuals
• Tax planning
• Tax return preparation for trusts and estates
• Trusts, wills and other planning documents

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Bernick, Omer, Radner & Ouellette P.C.
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2400 Lake Lansing Road, Suite F - Lansing, MI 48912
Phone: (517) 371-5361 - FAX: (517) 371-1211