Services

Estate Planning

Either through your own counsel or attorneys we partner with and refer, we will team up with experienced legal counsel to coordinate your overall estate plan.

We understand that you are not only planning for your future, but for the futures of your families and businesses. Taking the necessary steps now not only preserves the wealth you have accumulated over the years, but also reduces the amount of unnecessary confusion, pain and time that would be required in dealing with these issues after you pass away.

This website provides general information that should not be construed as specific legal or tax advice, nor the law of any particular state. Please seek the advice of a qualified legal or tax professional for your specific situation.

Estate Planning services provided in conjunction with your licensed legal advisor.

News

Succession Success Podcast Episode 18

How can employees be a part of the owner’s succession plan? We discuss it with Lazear Capital’s own Jeremy Garrett and Jeff Jamerino.  They specialize in sell-side transactions with a focus on Employee…

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Events

Another Successful Passion For Life Walk!

On March 25th in Walled Lake, FAI was well represented at the 16th annual Passion For Life 5K Run/Walk. Cold and rain didn’t stop our team from walking and helping…

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