Wills, Trusts, & Estate Planning

We offer a full range of estate planning services to individuals, families and closely held businesses. We have extensive experience in managing all types of planning opportunities and challenges, whether asset transfers will occur at death or during lifetime. At Ford • Conlon • Gerberding • Grier, we understand that our clients work hard to reach their financial goals and provide for their families. Our attorneys work just as hard to ensure our clients’ estate plans effectively meet their goals of transferring their wealth to beneficiaries. We help clients decide how to best transfer their assets while maximizing their tax benefits, whether that wealth is held individually or as part of a family business. A special area of concentration relates to estate and succession planning for closely held businesses, both small and large.

Depending on the personal needs and circumstances of the client, we will effectuate the transfer via the creation of state of the art planning documents. Whether the most beneficial transfer is via will, revocable or irrevocable living trust, irrevocable life insurance trust, charitable annuity trust, qualified personal residence trust, family limited partnership, limited liability company, buy-sell agreement or some other avenue that best meets your goals, our firm is the best choice in wealth management, preservation and planning. Our estate planning attorneys are the right choice for assisting you with the transfer of wealth to your loved ones and future generations. First and foremost, our work focuses on our clients’ wishes and the minimization of income, gift, estate, and inheritance taxes and the reduction of capital gains taxes.

For more information on the firm’s Estate Planning practice contact us at 231-946-2700 or 1-800-968-8577.

Practice Areas