COMMITTED TO PROVIDING
OUR CLIENTS WITH
COMPETENT, CARING AND
EXPERIENCED SERVICES
THAT PUT THEM FIRST!
ESTATE
PLANNING
PROTECT YOUR LEGACY
ABOUT ESTATE PLANNING
WHERE TO START
MISTAKES TO AVOID
MEDIA & TESTIMONIALS
"A Big Thank You To Alex!!
He was awesome. Always kept
me up to date on what was
going on ( Let me know if my
doctors were in complying with
everything. Did an awesome job
getting my doctor visit reports.
Walked me through everything
that was going to happen in
court) For never meeting
him except talking on phone.
I was very comfortable having
him sit next to me in court."
JACKIE H.
ANGELA C.
"My husband was a client of
Alexander Georgoulis. Every
call, every text, every e-mail we
sent, it was always answered
the same day or next working
day. He was very helpful and
informative about what was
going on and what to expect.
No question too dumb and
unimportant. It was always
answered. Thank you Alex! For
your help and your kindness.
We are very appreciative!"
"I was represented by Alex
Georgoulis. He helped me
through every step and was
willing to answer all my
questions. He helped me file
for a hearing as my claim was
originally denied. Spent quality
time with me prepping for my
hearing to help ease my
Anxiety. I would highly
recommend!"
BRIAN M.
"Alex was amazing. He always
answered my questions without
delay. He was always available.
But, most of all he got my
Disability approved with the
first application; no denial, no
arbitration, no problems.
I HIGHLY recommend him and
endorse him 150%.
Excellent!!!!!!"
WILLIAM K.
"Alex Georgoulis was fantastic
and did a great job on my case.
He was very thorough and is
very knowledgeable. He is
accessible, and answered his
phone when I called. The only
disability advocate I have ever
dealt with that has. You are not
just a number to him. He helped
make a stressful situation
easier. I highly recommend him.
He will do a wonderful job for
you. Thank you so much Alex!!!"
AARON C.
"FIVE STARS!
Right from the start Alex
Georgoulis was very pleasant
and caring. Anytime I called him
he took the time to answer all
my questions. I would highly
recommend his services!"
NANCY D.
PHONE: (248) 509 - 0910
FAX: (248) 509 - 0969
GENERAL INFO: Info@gdgroupllc.com
CONTACT
Stop by and experience
exceptional service at any of our
convenient locations! Whether
you're nearby or on the go, our
friendly team is ready to assist
you with everything you need.
We look forward to welcoming you
and making your visit a great one.
We've helped clients in: Wayne
County, Oakland County, Macomb
County,Ingham County, Eaton
County, Genessee County, Isabella
County, Kent County, Kalamazoo
County, and Calhoun County,
as well as Toledo and Cleveland.
Protecting your legacy through
effective estate planning
involves taking strategic steps
to ensure your assets are
preserved, your wishes are
honored, and your loved ones
are cared for after your passing.
This process typically includes
drafting a comprehensive will,
establishing trusts to manage
and distribute wealth,
designating powers of attorney
and healthcare proxies, and
reviewing beneficiary
designations on retirement
accounts and insurance policies.
By working with experienced
legal and financial professionals,
you can minimize potential tax
liabilities, avoid probate
complications, and ensure that
your legacy is passed on
according to your values and
intentions. Proper planning
not only provides peace of mind
but also creates a lasting impact
for future generations.
Estate planning is the process
of organizing and managing your
assets during your lifetime and
determining how they will be
distributed after your death.
It involves creating legal
documents such as wills, trusts,
powers of attorney, and
healthcare directives to ensure
your wishes are clearly outlined
and legally enforceable.
Effective estate planning helps
minimize taxes, avoid probate,
protect beneficiaries, and provide
for loved ones in a structured
and efficient manner. By taking
the time to develop a
comprehensive estate plan, you
can achieve peace of mind
knowing that your financial
affairs are in order and your
legacy will be preserved
according to your intentions.
When beginning the estate
planning process, the first step
is to take a comprehensive
inventory of your assets,
including real estate, investments,
retirement accounts, insurance
policies, and personal property.
From there, it's important to
define your goals—whether that’s
providing for family, supporting
charitable causes, minimizing
taxes, or ensuring a smooth
transfer of wealth. Consulting
with an experienced estate
planning attorney is highly
recommended to help you
understand your options and
draft essential documents such
as a will, power of attorney,
and healthcare directive.
Establishing or updating
beneficiary designations and
considering the use of trusts
can further enhance the
effectiveness of your plan.
Starting early allows you to
make informed decisions and
adapt your plan as your life
circumstances change.
When it comes to estate planning,
avoiding common mistakes is
essential to ensure your wishes
are carried out effectively and
your loved ones are protected.
One of the most frequent errors
is failing to create or update an
estate plan, which can lead to
unintended distributions or legal
complications. Other pitfalls
include not naming contingent
beneficiaries, overlooking digital
assets, and failing to properly
fund trusts. Additionally,
neglecting to coordinate
beneficiary designations on
retirement accounts and insurance
policies with your overall plan
can create conflicts. It's also
important to regularly review
your plan to account for life
changes such as marriage, divorce,
births, or significant changes in
assets. Working with qualified
legal and financial professionals
can help you avoid these issues
and ensure your estate plan
remains comprehensive and
up to date.
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