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Estate & Legacy Planning

Estate & Legacy Planning · Farmington Hills, MI

Estate & Legacy Planning for Affluent Individuals/Families & Business Owners

Whether you’re protecting a multi-generational estate, planning a business exit, or minimizing what the IRS takes from your heirs — we’re here to give your legacy the proactive strategy it deserves. 

Services We Offer

Irrevocable & Revocable Trust Strategies

GRAT, SLAT, ILIT, dynasty trusts, and living trusts, all structured to protect your assets, reduce estate taxes, and transfer wealth on your terms.

Business Succession & Exit Planning

Buy-sell agreement structuring, ownership transfer strategies, and succession plans designed for owners doing $1M+ in annual revenue.

Estate & Gift Tax Reduction

Generation-skipping trusts, gifting strategies, and charitable vehicles, all structured now while estate tax exemptions remain historically favorable.

Generational Wealth Transfer

Coordinated strategies to move wealth across generations, such as donor-advised funds, 529 planning, and family limited partnerships.

Will, POA & Healthcare Directives

Foundational documents reviewed and coordinated with your overall estate plan so nothing is left to chance or the courts.

Get in Touch

Thoughtful Insights for Confident Financial Living

Reach out today and start a conversation focused on your goals, guidance, and long-term financial confidence.

Phone number

+1 (248) 883-3463

Email

info@nayhifewm.com

Location

33533 W. Twelve Mile Rd. Suite 130 Farmington Hills, MI 48331

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