Wealth Planning with Elyse Germack

Engage with me in integrated tax and estate planning to create a thoughtful and workable framework for your family that protects your wealth, minimizes conflict and stress, and achieves your wealth transfer goals.

Contact Elyse
Call: (248) 227-2810

HOW IT WORKS

Discover new ways to manage, optimize, and transfer wealth.

We believe in the power of thoughtful, integrated, sophisticated tax and estate planning to achieve better family and financial outcomes.

Through integrated tax and estate planning services, we are focused on achieving your goals by understanding your family dynamics, identifying tax and financial risks, and creating a sophisticated wealth plan that is effective, understandable, regularly monitored, and manageable for your family.

Our Services

Tax Planning
& Preparation

We provide comprehensive tax planning and preparation for individuals, business owners, estates, trusts, and nonprofits.

  • Income, estate, gift, and fiduciary tax filings
  • Stock option and executive compensation planning
  • Personalized strategies to reduce tax liability

Estate
Planning

Our personalized estate planning services help you secure your legacy while minimizing stress, taxes, and family conflict.

  • Asset titling and trust funding
  • Document organization and safekeeping
  • Flowcharting and modeling of strategic wealth transfers
  • Wills, trusts, powers of attorney, and deeds

Family Business
Advisory

We support family-owned businesses with practical, hands-on guidance.

  • Governance documentation and recordkeeping
  • Transaction and buy-sell agreement reviews
  • Coordination with legal, tax, and financial advisors

Business & Nonprofit
Bookkeeping

Accurate, efficient financial records for peace of mind.

  • QuickBooks bookkeeping for service-oriented businesses and nonprofits
  • Support for businesses and nonprofits

Trust & Estate
Administration

We help fiduciaries fulfill their duties with confidence and precision.

  • Executor and trustee guidance
  • Estate and trust tax filings and fiduciary and trust accountings
  • Administration of inheritances and asset transfers

Advisory Team
Meetings

We lead and facilitate communication between your tax, financial, and legal advisors.

  • Align strategies with your goals
  • Prevent errors and duplication
  • Ensure a collaborative, family-focused approach

Family Gift & Charitable
Planning

Create a thoughtful and tax-efficient gifting strategy for the next generation or charitable causes.

  • Gift tax, trust tax, and nonprofit tax return preparation
  • Charitable trust structuring
  • Guidance on timing, tax benefits, and family dynamics

Document Support
& Organization

Helping you keep key information accessible and up to date.

  • Legal and financial document management
  • Flowcharting and summaries
  • Family-friendly presentation tools

About Elyse Germack

Elyse Germack is a CPA (MI) and attorney (IL & MI) with 25+ years of experience in tax and estate planning for successful families. She specializes in complex wealth transfer strategies, blending tax, legal, and financial expertise. Her focus includes family business succession, trusts, charitable planning, and multi-generational wealth transfers.

  • Business succession planning
  • Estate, gift, and fiduciary tax compliance
  • Basic estate planning (wills, POAs)
  • Advanced trust-based strategies
  • Estate and trust administration
  • Family record-keeping
  • Nonprofit formation and management
Meet Elyse

Discover Your Options, Dream Big.

Integrated tax and estate planning quells your fears and realizes your wishes, putting your family on a successful path to manage, optimize and transfer wealth effectively. Here’s what people are saying about working with Elyse Germack, Attorney & CPA:

  • Elyse’s approach is thorough. Her time spent and thoughtfulness resulted in a more creative outcome.
  • Elyse’s level of communication is what I value the most. She connected regularly with our advisory team and followed-up on outstanding projects.
  • Elyse’s super power is her ability to spot and resolve complex issues before they become family, tax and legal problems.

Curious about one of our services?

Let’s connect to explore the best options for your needs. Our team will lead this conversation to help you make the right decision on a commitment-free basis. Contact us.

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