Estate Planning

Asset Protection

Getting Started

Estate planning is not just about drafting wills and trusts; it’s a strategic approach to managing your wealth and ensuring it is preserved and distributed according to your wishes. Asset protection is a vital aspect of estate planning. It provides a safeguard from potential threats such as lawsuits, creditors, and predators, ensuring that they are preserved for future generations.

Trust Funding

We take a personalized and holistic approach to making sure your assets are protected. Our process begins with a comprehensive evaluation of your assets, including real estate, investments, business interests, retirement accounts, and personal belongings. We carefully analyze the potential risks associated with each asset and design a tailored strategy to mitigate those risks effectively. By helping make sure your assets are included in your trust we ensure they are being distributed to who you want and when you want.

Peace of Mind Planning

With our estate planning and asset protection services, you can gain peace of mind knowing that your assets are secure, and your loved ones are protected. By regularly reviewing your plan and assets we make sure you remain in control. We also help your family avoid an asset scavenger hunt when you’re gone, trying to identify where you still held accounts or policies. Our experienced attorneys are dedicated to helping you navigate the complexities of asset protection and estate planning, providing you with clarity and confidence in your financial future.

Our Testimonials

What People Say About Us

Matt Ferri is a wonderful Attorney! He was very professional and makes you feel like family! The prices are good. Whether I call or send an email, Matt gets back very quickly. I would highly recommend him and his firm. I feel Matt is one of the best attorneys around.

Debbie Robinson

Matt has done a complete estate package for me including a Trust, a Will, a Power of Attorney, and instructions. I have been very pleased with his services and his thurogh coverage on all aspects of a Trust. The pricing was very reasonable and I like the fact that Matt has a yearly follow-up plan in place so the Trust will always be up to date. I would recommend Matt to anyone looking to protect their assets and to assure your property goes to who you want.

Al Phillips

Matt Ferri has been a huge help for my small business and my family trust. He helps make it easy to understand and follows up regularly to make sure our trust is always up-to-date. Highly recommended.

Brenda Loveday

Proud Member

LCP Member Firm
Elder Counsel Member
US Departments of Veterans Affairs Accredited Attorney
Member WealthCounsel Attorney
The Micihgan Forum of Estate Planners
Purposeful Planning Institute
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