Legal Services Provided By:
Individuals and businesses will be affected differently by the changes signed into law in late 2017. Click here to learn more.
Legal Services Provided By:
Protecting your family involves many considerations. Effective estate planning makes sure your loved ones are taken care of in a way that saves time and money, and reduces stress down the road. Good planning should answer questions like:
We utilize a variety of tools to answer the important questions:
Document preparation and amendments:
Reducing Uncertainty® in the protection of your family is our aim. We provide a complimentary initial consultation to review your situation and make recommendations to save you and your family time and money, and reduce stressful uncertainties.
Our in-house legal staff created this guidebook to outline our approach to proper estate planning. It includes information on wills, trusts, and powers of attorney as well as other planning tools that keep your money in the hands of the people that matter most to you. For a digital copy, please click here to download. For a free print copy, please email us with your mailing address.
In order to develop an Estate Plan which will serve to carry out your final wishes, there are certain questions that you’ll need to answer. The information is confidential and will be held in the utmost confidence. Note that some of the questions may not apply to you, in those instances please mark the question N/A. If you are not sure as to how to answer a question please provide as much information as possible and we can discuss the question further when we meet to discuss your Estate Planning goals. You can download our useful planning questionnaire by clicking below.
The testamentary letter answers questions that even the best wills and trusts cannot. It provides an avenue for explaining where your accounts are located, how to access them, which professional advisors your beneficiary should use and your requests for funeral arrangements. Only you can write your testamentary letter. We have created a useful testamentary letter template that you can download by clicking here.
If you work for a charity or are involved in raising funds for a charitable organization we can help your organization get the word out. Our staff has created a Planned Giving Guide which describes the options available to Donors wishing to make charitable donations. You can view a template of our Planned Giving Guide by clicking here. If you are interested in having our Planned Giving Guide customized for a specific charitable organization please contact us.
Document preparation is available at no additional charge for LJPR Clients who are Michigan residents with at least $500,000 in assets under management. LJPR will cover fees up to $900 for non-Michigan residents with at least $500,000 in assets. For those who are not LJPR Financial clients and/or for clients under this asset management threshold, the standard fee schedule applies and is outlined here.