Legal and Estate Planning

Are You Facing a Legal & Estate Planning Crisis?

Every day, individuals and their families are affected by catastrophic illnesses. What if a loved one suffers a stroke, develops dementia, or becomes unable to care for themselves due to aging? All too often, events like these can lead to people losing their assets due to the cost of long term care.

It is important to have a plan in place to protect yourself or your loved one should you need to.

Principium is committed to the security of our client's assets and we encourage them to complete a full review of their legal and estate planning needs. The services provided by Principium's in-house estate planning attorney, David M. Regnier, are tailored to guide our clients through the maze of necessary rules, procedures, and documents in order to fulfill their plan.

Our clients value the peace of mind, that their goals are being met with the absolute latest in legal strategies to protect assets and preserve quality of life and care.

To accomplish our client’s goals, we utilize a variety of legal and financial strategies to protect your assets and help ensure you receive the care you need today or in the future. Asset preservation is the name of the game. We want to protect your hard earned assets from probate, long-term care costs, and taxes.

Sophisticated Estate Planning Strategies for Michigan Families

Typically, our approach to legal and estate planning focuses on helping our clients accomplish three main goals:

  • Making sure that when you pass your things go to the people you want, in the manner you want, with as little hassle as possible using sophisticated tools, like Asset Protection Trusts or Retirement Plan Trusts.
  • If you were to become incapacitated, that you have the right people making both medical and financial decisions for you.
  • To protect your hard earned assets from lawsuits, market risk, long-term care costs and nursing home spend down and bring in any governmental resources you may be entitled to, like the VA Benefit or Medicaid.

 

Set up an appointment with David M. Regnier now to protect what you’ve earned and preserve what you value. Every day you wait you could be losing money or missing resources that could be better used to protect your qualify of life.

View David M. Regnier's bio