Boroja, Bernier & Associates’ Oakland County high-net-worth divorce attorneys deliver 35+ years of combined experience, direct attorney access, and You built more in Troy than a will from a template can protect. Our Troy estate planning attorneys build plans precise enough for a business, a blended family, and a portfolio that actually took work to grow.
Key Takeaways:
- A basic will rarely protects a business interest, an investment account, or a blended family the way a properly structured trust can.
- Michigan lets you build a plan that keeps your estate out of probate court and out of the public record entirely.
- Our Troy estate planning attorneys build every plan around your actual assets and family, never a generic template.
A lot of the estate plans that fall apart in Troy were never actually bad plans. They were perfectly fine plans for someone else’s life.
A simple will works well enough for a family with a house and a savings account. It falls apart fast once you add a business, a blended family, or an investment portfolio that took twenty years to build. A document built for a simpler estate leaves significant gaps in a more complex one.
Boroja, Bernier & Associates brings more than 35 years of combined experience to Oakland County families and business owners, and our Troy estate planning attorneys build every plan with the same precision our clients used to build what they own. You will work directly with your attorney from the first conversation, not a rotating cast of assistants.
Schedule your free consultation today.
DIY Estate Plans: Common Problems
- Business interests rarely transfer the way owners assume. Without a succession plan built into your estate plan, a business can end up frozen in probate or forced into a sale nobody wanted.
- Blended-family conflicts are among the most common estate disputes we see in Troy, particularly when a will does not clearly separate what goes to a current spouse versus what goes to children from an earlier marriage.
- Investment and retirement accounts pass by beneficiary designation, not by your will, and a form filled out years ago at a different job can override everything your will says.
- Estate tax exposure becomes a real conversation once an estate grows large enough, and the planning window to reduce that exposure closes long before anyone actually needs it.
Our team of Troy estate planning attorneys looks at your full financial picture before recommending a single document, because a will alone rarely covers what a Troy estate actually needs.
Building an Estate Plan That Matches What You Have Built
A revocable living trust is the starting point for most of our Troy clients, since these revocable trust basics keep your estate out of probate court and out of the public record entirely, and the plan can be updated as your business or family changes.
Business succession planning gets built directly into your estate plan when you own a company. This plan is so your business does not stall out while your family and partners figure out what happens next.
Trusts for blended families let you provide for a current spouse while still guaranteeing what goes to children from a prior marriage, something a basic will struggles to do cleanly. We cover the details of blended-family estate planning in much more depth on our blog.
Charitable and tax planning comes into the conversation once your estate reaches a size where reducing exposure actually moves the needle, and we bring in the right strategies once that applies to you.
We will help you figure out which of these pieces your specific estate actually needs, not sell you every document in the catalog.
What Our Troy Estate Planning Attorneys Do Differently
- You work with your attorney directly, the person who actually understands your business and your family, not an assistant reading from a script.
- We build your plan around your actual assets, whether that is a company, a rental portfolio, or accounts you have held for decades.
- We tell you honestly when a simpler plan will do the job, instead of upselling documents your estate does not need.
- We treat every Troy client’s plan with the same precision that went into building what they are protecting.
- We revisit your plan as your business, your family, or your accounts change, instead of leaving you with a document that quietly goes stale.
Boroja, Bernier & Associates has spent more than 35 years combined working with Oakland County families and business owners, and we would love to work with you, too.
Protecting What You Have Spent Decades Building
What you have built in Troy took real work, and it deserves a plan built with the same care. Our Troy estate planning attorneys will sit down with you, look at the full picture, and build something that actually holds up.
