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Estate Planning

ESTATE PLANNING ASSISTANCE

Once you’ve built up an estate, you will want to preserve your assets and make sure they are distributed according to your will after your death. Estate planning will enable you to choose who will be the executor and who will receive your property, as well as determine many other aspects of dividing your assets. 

The team at Jordan Balkema Elder Law Center can help you with this process. Throughout the years, we have prepared thousands of estate plans, and we are fully prepared to help you meet your estate planning goals. We serve clients in Cadillac, Big Rapids, Gaylord and Traverse City.

Call us today to schedule a consultation. During this appointment, we can go over your goals in detail, give you more information about the process, and address any concerns.

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CIRCULAR 230 DISCLOSURE: Pursuant to U.S. Treasury Department Regulations, any federal tax advice contained in this communication (including attachments and enclosures) is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter

ESTATE PLANNING FORM

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