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Estate Planning

Knowledgeable Estate Planning Attorneys Serving Kalamazoo, MI

Personalized assistance to address your specific legacy concerns

Kalamazoo is known as a town where folks balance the demands of work with the joys of life. Unfortunately, too many folks neglect to put protections in place for retirement or to plan for what happens to their wealth when they pass. At Brueggemann & Sharma, P.C., we help clients throughout Kalamazoo County protect their assets for their own enjoyment and make provisions for a legacy to their loved ones. We understand these issues are not always easy to discuss. We provide the personalized attention you need to feel comfortable and confident as we work to help you achieve your goals for the future.

Innovative assistance for your retirement and legacy needs

Our knowledgeable attorneys have more than 55 years of combined experience helping our neighbors with estate planning issues. We know that everyone’s needs and concerns are different, so each client needs a unique estate plan. We take the time to get to know you and your circumstances so we can craft and implement protections that serve your precise purposes.

Elements of a comprehensive estate plan generally include:

  • Last will and testament — Your will is your final opportunity to express your affection for people and causes you hold dear. We draft wills for clients and update existing wills to keep pace with changes in the testator’s life.
  • Trusts — A trust is a legal entity you create to hold assets for your enjoyment and pass them on to your heirs. A trust protects your assets from liability and can help you avoid the federal estate tax. A trust transfers assets without going through probate, so your heirs can benefit immediately.
  • Powers of attorney — Older adults can designate a trusted individual to act as their agent if they should lose the capacity to care for themselves. A power of attorney transfers authority to act for a person’s health or welfare and can take effect immediately upon execution or be triggered by a specific occurrence.
  • Living wills — Also known as an advance healthcare directive, a living will tells healthcare providers what forms of lifesaving intervention you would be comfortable receiving in the event you become incapacitated.

When you trust Brueggemann & Sharma for your estate planning needs, you receive personalized attention tailored to your specific circumstances.

Contact our knowledgeable estate planning lawyers in Kalamazoo

Since 1988, Brueggemann & Sharma, P.C. has helped clients throughout Kalamazoo County put in place comprehensive estate plans. For personalized service to address your individual needs, call us at 269-220-7300 or contact us online to schedule a consultation. Our office is conveniently located at 4021 W. Main Street, Suite 400, Kalamazoo, MI 49006.

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