Helping Clients Achieve A Peace Of Mind

As we age, questions about protecting our assets and preserving our financial security become increasingly important. Not only do we consider these issues from a personal standpoint, but we also care that we leave our loved ones with options in the event of an unforeseen tragedy. These questions and worries can be answered through the creation of an estate plan.

At Alward Fisher Rice Rowe & Graf, our attorneys create personalized estate planning documents that take into careful consideration the unique aspects of your circumstances. We carefully tailor these documents so that our clients in Traverse City and across Northern Michigan are protected in difficult circumstances.

A Variety Of Solutions

Our lawyers leverage years of experience with succession planning to put our clients in a favorable position. Specifically, we draft a wide range of documents, including:

  • Wills
  • Revocable living trusts
  • Special needs trusts
  • Irrevocable trusts
  • Generation-skipping trusts
  • Insurance trusts
  • Charitable trusts
  • Various grantor and personal residence trusts

We also assist clients who are seeking assistance with guardianships and conservatorships. A legal guardian or conservator is responsible for making decisions regarding a person who is unable to manage their own personal affairs and living situation.

Our firm also provides service to the elderly and disabled, including Medicaid qualification and planning, Veterans assistance, and Social Security Disability benefits. We integrate estate planning techniques with federal and state assistance regulations. Similarly, the service extends to court involvement in guardianship matters for personal assistance and conservatorships for property management and administration.

An Understanding Approach To Probate And Trust Administration

Upon the death of an individual, we can assist with the handling of a trust or probate estate and the collection of assets, payment of claims and the ultimate payout of assets. As litigators, we have the experience necessary to provide the high-quality counsel and service a family deserves, while focusing on moving the case along quickly and efficiently.

Personal Attention, Comprehensive Solutions

To contact our firm and discuss any aspect of our estate planning services, call 231-668-9836 or use the online form.