Asset Protection Planning

Asset protection planning helps shield your wealth from lawsuits, divorce, creditors, and long-term care costs using legal tools like Trusts, business entities, and strategic gifting. We design customized plans to safeguard what you’ve earned, reduce exposure, and preserve assets for your family or future generations.

Tax Planning

We help families reduce estate, gift, and income taxes through strategic use of trusts and business entities tailored to multi-generational goals. Our planning preserves wealth, supports family businesses, and ensures a smooth transfer of assets across generations with minimal tax impact.

Estate & Death Taxes

Estate & Gift Taxes: What Michigan All Families Should Know Every few years, the federal estate and gift tax system gets thrown back into the political spotlight. Congress debates it, candidates argue about it, pundits call it everything from a â… Read More
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Income Tax Planning

Income tax planning is often the most overlooked part of an estate plan, yet it can have the greatest financial impact on your heirs. Most families focus on avoiding probate or keeping assets protected from creditors, but few realize how dramatically… Read More
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Tax Controversy

High-Stakes Tax Controversy Representation: IRS Audits, Appeals, Tax Court, and Large-Dollar Debt Resolution As a CPA and Michigan attorney admitted to practice before the United States Tax Court since 1999, my tax controversy work focuses exclusivel… Read More
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