You can place your slogan here.
This would also be a great spot for a top product pitch.
Estate and Tax Planning
The firm assists and guides its clients in developing an estate plan that best suits their financial, tax, and family situations and then prepares all of the documents necessary to carry out the plan. We have extensive expertise in establishing, funding, and administering estate and tax planning vehicles so our clients are able to pass on their wealth to their families in an efficient and confidential manner. This also involves coordinating efforts with our clients to avoid probate court involvement.
Our documents provide maximum flexibility to deal with changes in tax laws and family circumstances, which may or may not be foreseeable when signed. The basic and complex estate planning devices we create include -
Revocable Living Trusts
Durable General Powers of Attorney
Patient Advocate Designations
HIPAA Consent Documents
Irrevocable Family (Dynasty) Trusts
Qualified Personal Residence Trusts (QPRTs)
Grantor Retained Annuity Trusts (GRATs)
Irrevocable Life Insurance Trusts (ILITs)
Charitable Lead Annuity Trusts (CLATs)
Charitable Remainder Unitrusts (CRUTs)
Family Limited Liability Companies and Partnerships
Private Charitable Foundations
We also advise clients about the best way to dispose of retirement plan benefits, both before and after death, ensuring that the appropriate beneficiaries (whether they are trusts or individuals) are designated in order to maximize benefits, while minimizing income and estate taxes.
Joslyn & Vernon, P.C.
200 Maple Park Boulevard
St. Clair Shores, Michigan 48081-2211