Estate Planning and Wealth Management

Estate Planning and Wealt…

Keller Thoma advises individuals, including executives, professionals, and owners of entrepreneurial, family, and closely-held businesses in planning their estates and in effectuating their intentions with respect to the disposition of their assets after death, while minimizing the tax cost.

Our attorneys also assist personal representatives and successor trustees in administering assets and complying with federal and state tax requirements. If the assets include business investments with no ready market, the firm assists individuals in planning for the liquidation or the continuation of such interest in a successor in accordance with the client's wishes.

We also assist clients in conducting their affairs through guardianships, conservatorships, durable powers of attorney and lifetime trust and agency arrangements.

We welcome you to contact Keller Thoma if we may be of assistance to you in an estate planning or asset protection matter. Based in Southfield, Michigan, we work with individuals, families, and business owners located in the Detroit area, throughout the state of Michigan, and elsewhere.