estate planning

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What is Estate Planning?

Estate planning is the process of taking legal actions to make sure that your legacy looks exactly how you envision it. Obviously, it is a bit more complicated when you get down to the business of executing all of the pieces that must come into play. But don’t worry, the professionals at Ryan & Lynch Law can advise you on the best approach for achieving your goals.

During our strategy sessions we will conduct a comprehensive analysis of your estate and outline the best plan of action for transferring your tangible and intangible assets, minimizing taxes owed, establishing guardianship for any minor children, supporting philanthropic causes, and protecting all that you have worked so hard to achieve in your lifetime. At that point, we will also work with you to draft a will that reflects your wishes.

To schedule a consultation with our Iron Mountain estate planning attorneys, give us a call at (906) 774-3808.

Estate Planning Services

At our Michigan-based law office, we take a comprehensive approach to estate planning - ensuring that all of your estate planning needs are met. Our services include:

  • Wills
  • Advance Directives
  • Revocable Trusts
  • Durable Powers of Attorney
  • Life Insurance Trusts
  • Retirement Trusts
  • Guardianship and Conservatorship
  • Estate and Gift Tax Planning
  • Income Tax Planning
  • Asset Protection Trusts
  • Business Succession Planning
  • Medicare/Medicaid Planning
  • Veterans’ Benefits Planning

Our Estate Planning Process

Every client is different, and there are several steps we take to ensure our clients unique estate planning objectives are achieved.

  • Step 1: You will meet with one of our astute estate planning attorneys to discuss your specific desires surrounding your legacy, your assets, and the options available to you. You will receive a folder with our contact information, business cards, and articles related to your estate.
  • Step 2: Our attorneys draft your estate plan, follow up with any additional questions, and then forward those documents to you.
  • Step 3: You will have draft copies of all the necessary materials to review and our team will get with you to schedule a time for you to come back and sign your estate planning documents.
  • Step 4: At the signing meeting, your attorney will review each of the estate planning documents with you and the documents are all signed before the end of the meeting.
  • Step 5: If there is a trust document, we guide you through the process of funding your trust. We help you title your accounts in the name of the trust, transfer real estate to the trust, and see that any other assets have been transferred to your trust.
  • Step 6: Finally, we will deliver your original estate planning documents in a binder or a special envelope. You should store them in a fire-proof box, safe, or safe-deposit box.
  • Step 7: You get to rest easy knowing that you have done the right thing for you and your family and that there is a legal team in place to back up your stated posthumous wishes.

Why You Need An Estate Plan

Death is the one thing that’s certain in all of our lives, but when it will happen is the one thing that’s uncertain. There is too much at stake to leave it all to chance or procrastinate about laying out your wishes. Should you pass without an estate plan, your estate will end up in probate, meaning that the state will determine how your assets will be divided. This can lead to stress for loved ones, as they pursue legal action to receive assets you intended to leave behind.

By creating a legally binding estate plan, you can easily eliminate the need for the state to intervene after you are gone or for your loved ones to fight over what they perceive to be your true intentions. With over 40 years of experience in estate planning, our attorneys at Ryan & Lynch Law have many individuals and families just like you prepare for the future and protect their assets. You can get started today by calling our Iron Mountain, MI firm at (906) 774-3808.

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