Estate Planning

Estate Planning

Successful estate planning involves significant financial and personal implications.  Failure to make the right decisions or at least consider the options may mean that the assets that you have worked so hard to acquire may be squandered by taxation or distributed to individuals not intended to be beneficiaries.

Every client’s circumstances are different and we do not believe in “cookie-cutter” estate plans.  The provisions of your estate-planning documents must reflect your particular goals: financial and personal independence and comfort during your life, protection and growth of assets and an orderly way to protect and disperse your assets after your death. 

We use an appropriate mix of planning. knowledge and individual consideration, that is, your particular goals and intentions.  Some of our clients’ concerns involve business and business succession planning involving entities such as corporations or LLC’s or the protection of assets for special needs individuals or others who are not capable of managing money for themselves.  Others have particular interests related to care and education of children and grandchildren or particular charities.  In other situations, the specific or  most important goal is to preserve assets for an individual whose spouse is facing the enormous expenses of long term care and who faces the prospect of becoming impoverished by the expense.

Clients should not accept standard documents; they should meet the individual's needs, not the lawyer's convenience.

Services include:

  • Assisting in business succession planning, providing agreements for redemptions or cross-purchase of business interests and coordinate such agreements with clients' estate plans.
  • Addressing the needs and vulnerabilities of clients or beneficiaries of clients with special needs including drafting to avoid ineligibility for public funds and protection of assets from creditors.
  • Estate administration, including preparation of estate tax returns.

Robert E. Bourne assists clients with Elder Law, Medicaid, Estate Planning, Trusts, Wills, Powers of Attorney, Charitable Planning, Probate & Estate Administration, Tax Planning, Business Law, Entity Formation, and Succession Planning by meeting with our clients in Midland, Saginaw, Bay City, Flint, Traverse City, Lansing, Ann Arbor as well as all Michigan counties: Alcona, Alger, Allegan, Alpena, Antrim, Arenac, Baraga, Barry, Bay, Benzie, Berrien, Branch, Calhoun, Cass, Charlevoix, Cheboygan, Chippewa, Clare, Clinton ,Crawford Delta, Dickinson, Eaton, Emmet, Genesee, Gladwin, Gogebic, Grand Traverse, Gratiot, Hillsdale, Houghton, Huron, Ingham, Ionia, Iosco, Iron, Isabella, Jackson, Kalamazoo, Kalkaska, Kent, Keweenaw, Lake, Lapeer, Leelanau, Lenawee, Livingston, Luce, Mackinac, Macomb, Manistee, Marquette, Mason, Mecosta, Menominee, Midland, Missaukee, Monroe, Montcalm, Montmorency, Muskegon, Newaygo, Oakland, Oceana, Ogemaw, Ontonagon, Osceola, Oscoda, Otsego, Ottawa, Presque Isle, Roscommon, Saginaw, Sanilac, Schoolcraft, Shiawassee, St. Clair, St. Joseph, Tuscola, Van Buren, Washtenaw, Wayne, Wexford counties.

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412 Ashman Street, Midland, MI 48640
| Phone: 989-835-6511

Estate Planning | Advanced Estate Planning | Probate & Estate Administration | Asset Protection | Special Needs Planning | Elder Law / Medicaid Planning | Business Law | Entity Formation | Succession Planning | Tax Planning | | Long Term Care | Medicaid Planning