Estate Planning

Why engage in estate planning ?  To provide for your lives today and secure your futures for tomorrow.

If you own property or money you have an “estate”.  While the government may have something to say about what you may do with your property, no other person can tell you what to do with it, i.e. to sell it, to keep it, to give it away.

The person who can best decide what to do with your estate is you.  You best understand what risks are acceptable, what protections should be afforded, how much to save, how much to set aside for retirement, how much to pass on and to whom.

This is not a matter of wealth – it is a matter of passing along your hard earned assets, whatever the size, to those you choose.

Estate planning usually focuses upon the disposition of your assets upon your death, but it also involves planning for your lifetime needs and focuses upon your care if you become unable to manage your own affairs during your lifetime.  There are many considerations – some strictly monetary, while others are personal and emotional – they have to do with your goals and values.

Some objectives of estate planning include:

∙ Assuring the transfer of your assets to your designated beneficiaries

∙ Reduce federal estate and gift taxes and generation-skipping taxes

∙ Minimize probate administration costs such as attorneys’ fees, court costs

There are a variety of tools that can be used to attain your estate planning goals.  These include:

∙ Different ownerships of assets and real property including joint ownerships

∙ Beneficiary designations

∙ Powers of attorney

∙ Irrevocable trusts

∙ Wills

∙ Revocable (Living) Trusts

∙ Living Wills (Patient Advocate Powers)

∙ Insurances

In the process of planning, I assist my clients in exploring all of the options available – I guide them through the maze of legal and financial decisions and the personal and emotional ones. Each option has advantages and disadvantages, and each has a legal and financial implication and a tax consequence.  Cutting these costs, or at least being aware of the toll they exact, is the reason for estate planning.

It will benefit you and those important to you, to take the time now to explore concerns impacting the acquisition and preservation of your assets.

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Linda E Wasielewski
attorney & mediator
3199 Logan Valley Road
Traverse City, MI 49684
Phone: (231) 933-0829


Linda is a pleasure to work with, she is knowledgeable and helpful.
Linda is a wealth of knowledge and expertise when it comes to Estate Planning and Probate matters. She is quick, efficient and thorough. Linda is an especially skilled professional because she can talk about legal matters without making her [...]
Linda is a part of our UBS Financial Services Attorney Network. I recommended her to one of my UBS clients who lives in Michigan. She did a great job for my clients and we are all very pleased.
Linda is an intelligent, knowledgeable and compassionate woman. She is an excellent attorney who works diligently for her clients. In the courtroom the judges and other attorneys respect her. Linda is active in the community and enjoys working [...]
It is with great pleasure that I recommend Linda Wasielewski. I have known her for three years. Linda has always displayed a high degree of integrity, responsibility, and ambition. She is definitely a leader rather than a follower. She is [...]
Linda is knowledgable, organized and professional. She can be counted on to be dependable and get the work done. She has the right mix of professionalism mixed with a good sense of humore and balance.
Linda provided wills for my husband and me. They include Health information,living will and power of attorney and executor for each of us. She did a great job and we are happy to reccomend her. She has much knowledge in this (Estate)and other [...]
Linda is a true professional and gives very forward thinking and consultative advice. She was instrumental in assisting us in setting up a limited liability corporation. She is an expert in many areas of the law, from business incorporations to [...]
Linda's standards and ethics are the driving force behind her work! She is easy to work with and very accountable with regard to personal and secure matters. Her abilities are far reaching and because of that I will always choose not only work [...]
Linda puts her clients' best interests first and foremost. Her knowledge of estate planning law is extensive and Linda promotes basic planning tips. I would recommend Linda for any of your legal needs.
I have used Linda as an attorney personally and professionally. I have been able to trust Linda with the many families that I have had the opportunity to work with over the past 5 years. I trust that she will be sensative, helpful and generous [...]
Linda is a very professional and thoughtful attorney in Traverse City, Michigan. She is well respected in our community and I would refer any of my customers to her for their legal needs.
Linda was quick to respond to our questions, and followed through on a timely basis. We would highly recommend Linda's services.
Linda has provided me with expert legal assistance from estate planning to personal counseling. I highly recommend her!