Skip to Content

Estate & Wealth Planning

You have spent a long time building your wealth. Whether modest or grand, the protection and distribution of your wealth after death can be a complicated and potentially expensive matter.

We are dedicated to preserving the legacy you have worked so hard to create. During life, we will help you establish estate and lifetime gifting plans that balance your goals while meeting the needs of your various beneficiaries and keeping tax efficiency always in mind. Following death, we assist fiduciaries in administering the estate and trust with tax compliance in mind to ensure that your wishes are respected.

Our estate and wealth planners are skilled and creative attorneys. We have extensive experience in family business succession planning, probate and trust administration and litigation, guardianships and conservatorships, family office planning, post mortem wealth and tax planning, retirement planning, and charitable giving strategies.

We partner with our colleagues in Jaffe’s Tax, Corporate, Real Estate, and Family Law practice groups to form personalized, essential wealth preservation and transfer strategy. Our cross-disciplinary expertise is the ideal estate planning solution for individuals, entrepreneurs, and multi-generational family businesses. We appreciate how important it is to you to make the right arrangements now to ensure that your wealth – and your loved ones – are cared for into the future. Being your trusted advisor and partner is integral to the service we provide.

Service Index

  • Wills
  • Revocable and Irrevocable Trusts
  • General Durable and Health Care Powers of Attorney
  • Specialized Trusts—Life Insurance, Special Needs, Charitable, Grantor Retained Annuity and Personal Residence Trusts
  • Family Partnerships and LLCs
  • Family Business Succession Planning
  • Digital Asset Planning
  • Asset Protection
  • Fiduciary Compliance
  • Prenuptial Agreements
  • Private Foundations and Donor Advised Funds
  • Decedents’ Estates
  • Trust Administration
  • Tax Services—Estate and Gift Tax Returns, Trust Accountings, Audits
  • Conservatorships
  • Guardianships
  • Elder Law

Estate & Wealth Planning

Estate & Wealth Planning

News

January 28, 2021

Jaffe Attorneys Michael Emmer and Daniel Soleimani Named to “36 Under 36” List for 2020 by Jewish News and The Well

SOUTHFIELD, Mich., Jan. 28, 2021 – Jaffe attorneys Michael Emmer and Daniel Soleimani have received the prestigious “36 Under 36” honor by The Jewish News and The Well. The awards program recognizes activists, entrepreneurs, philanthropists and other outstanding Jewish professionals under the age of 36 who are advancing the Jewish community across Metro Detroit. Jaffe ...

Read More

January 27, 2021

What You Need To Know About Asset Protection Planning

Asset protection planning is a set of legal techniques and a body of Michigan and federal law dealing with the process of legally protecting assets of individuals from claims of creditors. When done prior to the existence of creditor issues, it is an important process for ensuring that the fruits of an individual’s labor are ...

Read More

November 23, 2020

Jaffe Raitt Heuer & Weiss Named to The Best Law Firms List For 2021

SOUTHFIELD, Mich., Nov. 23, 2020 – Best Lawyers, the oldest and most highly respected peer review guide to the legal profession worldwide, has named Jaffe Raitt Heuer & Weiss to the 2021 class of “Best Law Firms.” Jaffe CEO Jeffrey M. Weiss made the announcement. Recognition by Best Lawyers is based solely on peer review. ...

Read More

November 19, 2020

14 Jaffe Attorneys Named as 2021 Top Lawyers by Dbusiness

SOUTHFIELD, MICH., November 19, 2020 – Jaffe Raitt Heuer & Weiss, P.C. CEO Jeffrey M. Weiss announced that 14 attorneys were recognized as 2021 Top Lawyers by DBusiness. The Top Lawyers list is compiled via a peer review survey, polling nearly 20,000 attorneys in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. Each attorney was asked ...

Read More