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Estate Planning Solutions PLLC Update Estate Planning Solutions PLLC  
RSS 6 |  Estate Planning Solutions PLLC

Testimonials

Testimonials

Testimonials

Your satisfaction is very important to us. If you feel we did our job well, we ask that you tell others.

Check out our reviews on the web and feel free to leave your own review by clicking the images below.†(opens in a new window)

 

Alternatively, use the form below to leave a review directly on our website.

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Read what others are saying about Estate Planning Solutions PLLC

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of your assets listed before the final document is completed. Also, makes all the necessary documents for filing with the County and local city to include all your personal property holdings of homes, other property records your home, savings/investments, other landholdings, cottages so that they are properly filed in your trust account.

Ralph Boyk

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. Joseph C. is an active listener with an inquisitive attitude and a vision substantiated by years of Probate experience. After over a decade of contemplation, I met with Joe who was able to step me through a Trust set up that alleviated my assets concerns and allowed me to take care of my spouse and family. The details and avoidance of pitfalls developed in my Trust has brought great relief and peace to me knowing that when the day comes, my family will transition into their new lives without my presence much easier. Joe’s knowledge, support and caring attitude makes the experience pleasurable. If you too have waited to execute a will or trust, talk to Joe. You will have no regrets.

Rodney W.

Elizabeth Varner

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it all out on a dry erase board. Once you make some simple decisions, he then takes care of all the paperwork! He makes the copies you need and puts labels on them as to what gets filed with whom and it is so easy! He is also available via phone, email and text should you have any questions. What a nice guy also! I would definitely refer people to him. Very happy!

Lisa Dickinson

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things about him. He is prompt, affordable, friendly and does good work. For Christmas, I am giving my adult children and their spouses a gift of a trust made by Joe, so that the needs of their kids are covered should anything happen to the parents.

Linda Lane

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions!

Diane Kokko

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a professional manner. I would highly recommend him to others.

Debbie Togger

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us through our estate planning. If we’d known Joe would be able to make it so easy, we’d have accomplished this long before. His listening skills, anticipatory guidance, intrinsic acceptance of our situation and follow up detailed step-by-step prescription for completion were just what we needed. He helped us role play our necessary interactions with all parties (banking, investment professionals, family members, health care providers) necessary to make our estate planning a comforting reality. Joe was also there for me when I had questions about my role as estate executor for family in California.

Donald and Jennifer Hinkson

 

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Elizabeth Varner

Elizabeth Varner

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

:: Read More
(Published: Fri, 22 Dec 2017 18:53:29 +0000)

Locations

Multiple Locations To Serve You

Call For a Free Consultation

Estate Planning Solutions, PLLC

Estate Planning Solutions, PLLC

44028 Mound Rd., Ste.2
Sterling Heights, MI 48314

(586) 991-5860

Yelp

6915 Rochester Rd., Ste. 380
Troy, MI 48085

(248) 923-4259

Google My BusinessFacebookYelp

Multiple Call Centers

Estate Planning Solutions PLLC – Rochester
Rochester, MI 48306
(248) 655-7850

FacebookYelp

 


 

Estate Planning Solutions PLLC – Auburn Hills
Auburn Hills MI 48326
(248) 365-7871


:: Read More
(Published: Thu, 07 Dec 2017 20:21:18 +0000)

Business Planning

Business Planning

Liability Protection

Formation – Forming a business entity can provide you with liability protection and tax benefits.† However, it is critical that the entity is properly established and maintained to ensure that you are able to receive these benefits should the need arise.

We can assist with the formation of various types of Michigan business entities, such as a corporation, limited liability company (LLC), etc.

We will discuss your goals and help decide which entity is appropriate for your situation.

We can then assist you along the way to establish the framework you need to ensure the liability protection you desire is there if/when you need it.

Maintenance

We can review your company records and advise you to ensure compliance with statutory and business specific requirements of the ongoing business.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Elizabeth Varner

Elizabeth Varner

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

:: Read More
(Published: Sat, 14 Oct 2017 13:40:18 +0000)

Probate Administration

Probate Administration

Feeling Overwhelmed? Let Us Help Simplify The Process

The probate process can be an intimidating and daunting task.† There are a number of requirements to properly administer and distribute a probate estate.† We can assist you from getting your initial appointment as personal representative to the closing of the estate.

We can make sure that you complete all procedural steps, properly pay any valid creditor claims of the decedent, and distribute the assets in the correct manner.

Going Through Probate?

Have you been told by a third party that you must go through probate to access an asset of someone who has passed?† While this may be true, there are many instances where a ‘shortcut’ procedure can be used, avoiding the need for a complete probate administration. We can evaluate your specific situation to determine if one of these quicker, and cheaper, options is available.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Elizabeth Varner

Elizabeth Varner

:: Read More
(Published: Sat, 14 Oct 2017 13:39:03 +0000)

Trust Administration

Trust Administration

Successor Trustee

Have you been named as the successor trustee of a trust that now needs to be administered? We will guide you through the Trust Administration process to ensure that the assets are distributed as efficiently as possible, while being sure that you complete all of your required duties as trustee.

Beneficiary of a Trust

Have you been named as beneficiary of a trust?† We can assist you in protecting your rights as a beneficiary and seeing that trust assets are being distributed as the trust dictates.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Elizabeth Varner

Elizabeth Varner

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

:: Read More
(Published: Sat, 14 Oct 2017 13:37:42 +0000)

Durable Powers of Attorney

Durable Powers of Attorney

Take Control of Your Assets

A financial power of attorney is a document that is used to name someone to take financial and legal action on your behalf. Absent granting this authority through a power of attorney, your loved ones will likely need to petition the court to be appointed your conservator…costing both time and money. These documents can grant this power immediately, or only after your disability or incapacity when you need someone to act on your behalf.

Patient Advocate Designation – A power of attorney for healthcare can nominate a patient advocate to make healthcare decisions on your behalf. Without the authority granted in this document, your loved ones may need to petition the court to be appointed your guardian…again costing time and money.

You can give directions to your patient advocate regarding the types of treatments that you desire. This includes your wishes regarding life sustaining treatment and end of life decisions.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Elizabeth Varner

Elizabeth Varner

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

:: Read More
(Published: Sat, 14 Oct 2017 13:35:39 +0000)

Review

Review

Review Your Estate Plan

Have there been changes in your life since you initially created your estate plan?

Did you create your estate plan long ago and would like to make sure your documents are up to date?

We can review your current estate plan and provide you with a recommendation as to what, if anything, should be done to be certain your plan is suited to your current situation.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Elizabeth Varner

Elizabeth Varner

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

:: Read More
(Published: Sat, 14 Oct 2017 13:33:06 +0000)

Wills

Wills

Wills: A Comprehensive Estate Plan

A will is a part of every comprehensive estate plan.† A will is essentially instructions to the probate court and judge, regarding who will administer the probate estate and where assets will pass.

The will can name guardians for your minor children in the event of your death or incapacity.† Often times, a will’s purpose is to make certain that even if an asset is not properly funded into a trust, the asset still passes to the beneficiary(ies) you intended under your trust.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Elizabeth Varner

Elizabeth Varner

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

:: Read More
(Published: Sat, 14 Oct 2017 13:31:38 +0000)

Trusts

Trusts

Revocable Living Trust

A revocable living trust is a trust that is established during your lifetime.† You transfer assets to the trust, to be held and managed by a trustee, for the benefit of your beneficiary(ies).† You dictate to whom your assets will pass, and when and how they will be transferred.† By naming yourself(ves) as trustee(s) during your lifetime, you retain the same control of your assets as prior to the creation of the trust.† A properly created and funded trust will in almost every circumstance allow your estate to bypass the probate process, minimizing the time and costs to your estate during the administration process.

Retirement Asset Trust

A retirement asset trust (RAT) is a trust that you can establish that can minimize the tax consequences and maximize the value of your retirement assets that pass to your beneficiaries.† The RAT can force your beneficiary(ies) to ‘stretch’ the distributions from your retirement assets over their life expectancy which maximizes the assets’ growth while minimizing the income tax consequences.

Special Needs Trust

A special needs trust (SNT), or supplemental needs trust, is a trust designed to provide for a beneficiary that is currently, or may potentially in the future, be receiving certain types of need based government benefits.† If a special needs beneficiary were to receive an inheritance outright, he/she would likely be disqualified from receiving those benefits until the inherited assets were exhausted.

The SNT can ensure that your special needs beneficiary will continue to receive government benefits, while at the same time preserving your assets to be used to provide amenities to the beneficiary above and beyond what government benefits can provide.† You can then dictate where any remaining assets will pass upon the death of the special needs beneficiary.

Gun Trust or Firearm Trust

A gun trust is a trust drafted specifically to own and transfer firearms. †Gun trusts can own typical firearms (pistols, rifles, etc.) and also firearms that are regulated under the National Firearms Act (machine guns, short barrel shotguns and rifles, silencers, etc.). †A gun trust can expedite the acquisition and transfer of a firearm and minimize transfer costs. †The trust can avoid the unintentional crime of unauthorized possession and the loss of the firearm(s) as a result thereof. †Establishing a gun trust can ensure that your firearms are held and eventually transferred in the manner that you choose.

Pet Trust

A pet trust, or honorary trust, is a trust that is established to provide for the care of your pets after your death.† You can provide funds and select a guardian to care for your pets after you have passed.† You can decide who will receive any remaining assets after your pets have passed on.

Discretionary

A discretionary trust is a trust that can be established that provides the trustee with the discretion to make distributions to a beneficiary.

This protects the beneficiary from themselves, by not allowing him/her to squander an inheritance received in a lump sum.† This also protects your assets from the creditors of the beneficiary because, generally speaking, while the assets are held in a discretionary trust, they are insulated from creditors of the beneficiary.

Education

An education trust is a trust that is established for the purpose of providing funds for the educational expenses of your beneficiary(ies).† You can decide exactly what types of expenses your trust will cover, and how the assets will be distributed (i.e. directly to an education institution).

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Elizabeth Varner

Elizabeth Varner

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

:: Read More
(Published: Sat, 14 Oct 2017 13:29:27 +0000)

Estate Planning

Estate Planning

What is Estate Planning?

– It’s planning for the worst contingencies, so you and your loved ones are prepared for any issue that may arise.

– It’s not just about dividing assets after your death.† What will happen in the event you are disabled or incapacitated and unable to manage your financial or medical affairs?

– Having a comprehensive plan in place can minimize the risk for disputes to arise among your family members after you have passed.

Why Do I Need It?

Common Planning Goals:

Children: If you have minor children, they are undoubtedly at the top of your list of planning priorities. Proper planning can ensure that the right person/people are able to care for your children in the event of your untimely death or incapacity.

Ease of Transition: Planning your estate ahead of time will make the process of handling your final affairs more smooth and efficient.† Without planning ahead, an already difficult and emotional time for your loved ones will be that much more trying.

Minimize Costs/Taxes: With the right documents and planning in place, you can maximize the assets that will pass to your beneficiaries instead of to the costs, fees, and taxes associated with settling the estate.

Estate Planning Solutions PLLC
Our Attorneys Have Been Serving Southest Michigan for over 16 years!

Testimonials

Diane Kokko

My husband & I love the way Mr. Coraci made planning our estate easy & enjoyable! We highly recommend Estate Planning Solutions! Diane Kokko

Debbie Togger

Joe recently did estate planning for my husband and I. He is very personable, kind considerate and patient. He listened to our questions and concerns an addressed them in a […]

Rodney W.

Estate planning is a must do effort for all of us, but often left to the end. A blended family just provided me more of a challenge to that effort. […]

Lisa Dickinson

Joe was amazing! We have had wills and trusts explained to us before but somehow Joe explained it in a way that was very simple to understand. He writes it […]

Donald Hinkson

We are very satisfied and strongly endorse Joseph Coraci and his Estate Planning Solutions team. Joe’s expertise and emotional intelligence were perfect for my wife and I in guiding us […]

Ralph Boyk

Makes the process very simple, he is very thorough in completing the document in all aspects. Goes through the entire series of questions and ensures that he has all of […]

Linda Lane

I have known Joe Coraci for a few years having him do my first trust and then the revised trust, and my parents’ trust. I can’t say enough good things […]

Elizabeth Varner

Elizabeth Varner

Trusts

Wills

Durable Powers of Attorney

Review

:: Read More
(Published: Sat, 14 Oct 2017 13:22:26 +0000)

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