Trusts and Wills

We here at CKS Summit Group believe the basis to a sound financial plan begins with proper estate planning. Proper estate planning can protect your estate from probate, estate taxes and incapacity. As service to our clients, we have created an attorney referral source to provide you with expert legal advise in estate planning. Our attorney referral program provides deep discounts for our clients without compromising quality. The attorney offices of Munley Fallis have been providing our clients with expert legal advise on estate planning for many years. 

Munley Fallis, PLLC

Attorneys And Counselors At Law
One North Saginaw, Suite 208
Pontiac, MI 48342
248-334-6556
munleyfallis@sbcglobal.net
http://www.munleyfallis.com/

Munley Fallis represents families and individuals in the State of Michigan regarding the preservation, management and transfer of wealth. The Firm advises individual and corporate fiduciaries in connection with the planning and administration of substantial and complex trusts and estates.

First and foremost, Munley Fallis emphasizes the personal component of client service. Satisfying the personal and professional needs of our clients is our paramount objective. We provide prompt communication, in language that non-lawyers can understand; timely, efficient production of documents; and estimates of our fees for particular projects. As a result, we are trusted advisors in all realms of our clients' personal, business and professional lives.

Munley Fallis lawyers work cooperatively with clients' other professional advisors, such as private bankers and trust officers, financial planners, investment advisors, accountants, insurance agents, business appraisers and other lawyers to ensure that our estate and business plans are not isolated edifices, but integral, organic components of the client's financial structure.

Benefits of a Living Trust

• Avoid probate at death, including multiple probates if you own property in other states
• Prevents court control of assets at incapacity
• Brings all your assets together under one plan
• Provides maximum privacy
• Quicker distribution of assets to beneficiaries
• Assets can remain in trust until you want beneficiaries to inherit
• Can reduce or eliminate estate taxes
• Inexpensive, easy to set up and maintain
• Can be changed or cancelled at any time
• Difficult to contest
• Prevents court control of minors inheritances
• Can protect dependents with special needs
• Prevents unintentional disinheriting and other problems of joint ownership
• Professional management with corporate trustee
• Peace of mind

Retirement is meant to be enjoyed

Contact us: CKS@summitgp.com

Webmaster@summitgp.com

586-286-5820

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor

This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. The information on this site is not intended to constitute an offer to sell or solicitation in connection with a product, security, nor is it giving legal and accounting advice. Always consult an attorney and an accountant before making decisions in your personal situation.