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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 -

                                                               Wills

                                                   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
Suite 201 
St. Clair Shores, Michigan  48081-2211
586/773-3323 (phone)
586/773-1143 (fax)
office@joslynvernon.com