2844 Livernois Road #4292
Troy MI 48099
So many reasons as to why specialize in such a unique area as Estate Planning, Probate Contests along with Tax/ERISA planning. For the past 20 years I've worked with the most complex laws. In addition, I've seen the estate planning industry go from "selling documents" to that of - and more appropriately - "creating a winning value and providing a relationship" with ones family.
Unlike most traditional estate planning attorney's I have had a unique and distinguished path culminating in the book I wrote a few years ago. I divulge in the book many of the industry secrets and the only time-tested and proven strategy that has worked for my clients over the last decade.
I have chronicled the impact of how and why women specifically are the first to have emotional and financial issues when a loved one dies. For the men of the family, it's not to say you are not important. However, statistically men will pass on first.
Women are the ones left to see emotional disasters that can occur. For instance, having to face evil step-kids or greedy family members from taking your assets, having unwanted loved ones raise your children or worse having the State raise your kids!
At the same time, I've had the good fortune of being one of only a handful of local attorneys to win Probate contests and cases where family's are ferociously fighting. This is not for the faint of heart and most - if not all - probate attorney's only file paperwork not litigate.
The planning I've created for your estate planing, probate and legacy are really tailored to your goals and objectives.
I think the experience I've seen coupled with the credentials are really part of what makes my firm stand out from all the others.
I was named as Michiganâs Rising Star for 2008 as named by SuperLawyersâ¢. In 2011, Joe authored a best-selling book titled âCelebrity Estate Plans Gone Bad â Secrets Every Woman Needs to Prevent Emotional and Financial Turmoil When a Loved One Diesââ¢.
I am a frequent and featured guest on one of the nationâs top financial New York radio program with Jordan Goodman. Jordan frequently appears on Fox, CNBC, CNN and Fox Business network just to name a few. He is a frequent expert lecturer for Scott Letourneau's Fast Biz Startup Tool Box for Successful Business Owners, an organization dedicated to helping business owners succeed by showing how to obtain credit in any economy.
I have an extensive background in tax and assisting business owners for almost 20 years combined experience. In September 1998 I received my CPA license from the State of Michigan. After working in public accounting for a period of 6 Â½ years attended Thomas M. Cooley Law School in Lansing, MI. In May 2001 I was one of only a handful of Law Shool grads to graduate from Cooleyâs condensed two-year law program.
In addition, in May of 2003 I received a Masterâs of Law in Taxation (L.L.M.) from Wayne State Universityâs Law School. Suffice to say I've had the opportunity over the years to accomplish a number of high caliber credentials.
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