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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

November 23, 2021

Diane Slinger Joins Jaffe Raitt Heuer & Weiss, P.C as New Partner

SOUTHFIELD, Mich., Nov. 23, 2021 — Jaffe Raitt Heuer & Weiss, P.C. recently welcomed a new attorney to their team of legal professionals. Diane Slinger joins the firm as a partner, with over 30 years of industry experience. She will be part of the estate & wealth planning practice group. Jaffe CEO Jeffrey M. Weiss ...

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November 9, 2021

Jaffe Raitt Heuer & Weiss Named to The Best Law Firms List for 2022

SOUTHFIELD, Mich., Nov. 9, 2021 – Best Lawyers, the oldest and most highly respected peer review guide to the legal profession worldwide, has named Jaffe Raitt Heuer & Weiss to the 2022 class of “Best Law Firms.” Jeffrey M. Weiss, Jaffe CEO, made the announcement. Recognition by Best Lawyers is based solely on peer review. ...

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August 25, 2021

Jaffe Attorneys Recognized as 2021 “Michigan Rising Stars”

SOUTHFIELD, Mich., Aug. 25, 2021 – Jaffe Raitt Heuer & Weiss, P.C., a full-service business law firm, announced today that 14 of the firm’s attorneys were recognized on the 2021 “Michigan Rising Stars” list by Super Lawyers®. Jaffe CEO Jeffrey M. Weiss made the announcement. “We are fortunate to routinely attract and retain young talent ...

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August 25, 2021

Jaffe Attorneys Recognized as 2021 “Michigan Super Lawyers”

SOUTHFIELD, Mich., Aug. 25, 2021 – Jaffe Raitt Heuer & Weiss, P.C., a full-service business law firm, announced today that 18 of the firm’s attorneys were recognized in the 2021 “Michigan Super Lawyers” list by Super Lawyers®. Jaffe CEO Jeffrey M. Weiss made the announcement. “Jaffe is committed to providing clients with great professional legal ...

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