Protecting your wealth and property for your family's benefit
Many people don’t realize that if you don’t make a plan for yourself, the government will step in and make a plan for you! We help our clients realize their dreams for themselves and their loved ones. We help them to save money and maintain privacy and control, and to minimize court involvement wherever possible. When court involvement is unavoidable, we help them navigate that road, too.
Probate Administration and Litigation
Services offered: We help you to navigate the maze of probate court rules and reporting requirements in conservatorships, guardianships and decedent’s estates. Should disputes arise, we protect your interests through mediation, arbitration or probate litigation.
Taking care of a loved one’s affairs when there has been a death or incapacity can be emotionally and physically exhausting. We have the experience and know-how to help make what can be a very difficult time as stress free as possible, whether we’re handling a mundane task like filing court forms or a more challenging one like uncovering wrongdoing or resolving a family dispute. As a result of her skill in this area of the law, Julie Pfitzenmaier recently spoke on probate litigation at a Michigan Trial Lawyers Association seminar.
Services offered: We provide extensive advice to trustees in a wide variety of contexts, including revocable trusts, irrevocable trusts, charitable trusts, educational trusts, and others.
It can be intimidating when you’re asked to be trustee of a trust, especially if the trust is to continue for any length of time. We routinely assist clients in carrying out their duties as trustees. We can be very “hands on” if you need close support, or we can simply work in the background, ready to give direction when you call on us. We also have many years of experience in preparing federal estate tax returns in larger estates, and a proven track record in achieving quick and favorable results from the IRS upon review of those returns.
Residential Real Estate
Services offered: We represent the unique needs of both buyers and sellers, from first-time home purchasers to sale-by-owner to investors, in a timely and efficient manner.
We’ve been doing real estate transactions for many years, and it’s an area of practice that we enjoy. A real estate transaction can be a pleasure for all parties, as long as everyone is fully informed of the laws and alert to possible errors. Whether we prepare the purchase documents or review documents prepared by others, we protect our clients against mistakes that could prove costly.
Services offered: We provide guidance on a broad range of tax questions because sometimes clients need to talk to someone in addition to their accountant – especially in matters of real property, estate and gift taxation.
We often work in conjunction with clients’ accountants to find favorable solutions to issues having both tax and legal consequences. When people don’t have a skilled accountant that they can turn to, our input is all the more valuable. We’ve often saved clients headaches and heartaches when they’ve come to us with an idea that they didn’t realize had hidden tax consequences, such as adding children to a deed or an account.