Estate Planning

“Anyone above 18 years of age should consider establishing a formal Estate plan.”

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Estate Planning

Let’s talk




Estate Planning

Anyone above 18 years of age should consider establishing a formal Estate plan, but especially those with blended families, parents of small children, those who have specific preferences regarding end-of-life treatment, and anyone with an estate containing valuable assets.

Our Estate Planning Services include:

Trusts

A Trust legally empowers a person as the nominal owner of any property or resources, and allows them to distribute said property or resources for the benefit of one or more persons. Our Estate Planning Attorneys can also guide you through the process of funding your Trust. Contact our office for help in deciding which type of Trust would best meet your needs.  Learn more about Trusts.

  • Charitable Trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • IRA Trusts

Durable Powers of Attorney For Medical and Financial

These are critical documents that give someone the legal authority to act on your behalf. These documents are designed to protect your rights and wishes in both medical and financial situations where you may not be able to make your wishes known. Our Estate Planning Team is experienced in drafting Powers of Attorney to meet your unique situation. Contact us for help with yours today.

Living Wills/Medical Powers of Attorney/Patient Advocate Designation

Sometimes called an Advance Directive or Health Care Directive, this is a formal statement detailing your desires regarding medical treatment, especially if circumstances arise when you are no longer able to express your wishes or give informed consent. Contact our Estate Planning Team to help you formulate a Living Will that meets your planning needs.  Learn more about Living Wills.

Business Succession Plans

Businesses of all sizes should have a succession plan in place in the event of untimely circumstances surrounding a shareholder, partner, owner, or key team member. A clear plan of succession can prevent confusion and control disputes. Our professional Estate Planning Attorneys have helped many companies set up effective succession plans. Contact us for help setting up your business succession plan.  Learn more about Business Succession Planning.

Gifting

Sound Estate planning also includes a process for carrying out your gifting objectives. Transferring assets to other parties runs the risk of costing you federal or state taxes. At Mall Malisow & Cooney, our Estate Planning Attorneys can help you minimize the tax consequences so your beneficiaries receive what you intend. Call or email our team today for help with your gifting plans.

A Respected Michigan Estate Planning Law Firm

The Estate Planning Law Firm of Mall Malisow & Cooney maintains a significant presence in reputable listings such as Super Lawyers and Best Lawyers in America. Moreover, our law firm is comprised of two Attorneys who are nationally Certified Elder Law Attorneys (CELA), certified by the National Elder Law Foundation.

These achievements aren’t about us; they’re about you! Our Attorneys strive to be the best at their profession in order to provide you with top tier Estate planning and legal services. Our goal is to always serve the best interests of our clients, helping them find security and peace of mind about the future and their loved ones.