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.
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.
Tax & Estate Planning
Our individual planning services are tailored to meet your unique needs, providing one-on-one guidance and support to ensure your planning goals are achieved while minimizing stress, family conflict, taxes and risks.
Our commitment to you is to implement your plans with assistance in asset titling, trust funding, tax compliance, and document safekeeping.
Family Wealth Administration
Our whole family oriented services bring the family together around shared goals and challenges, providing a supportive and interactive environment fostering communication, education, cash flow management and financial planning, document management, and asset protection in connection with the administration of family wealth.
We can also assist family fiduciaries in carrying out their duties as personal representative of an estate or trustee of a trust.
Advisory Team Meetings
We take ownership of planning projects and advisory team communications, ensuring a seamless and engaging experience. Our team approach means your advisors are consulted on tax, financial, and estate planning opportunities and strategies.
Keeping advisors informed and collaborating means your family goals and wishes are more likely to be achieved with fewer mistakes and less confusion.
Gift Planning
Our gift planning services are designed to create a sophisticated plan for the transfer of wealth to charities and/or the next generation now, either outright or in a trust, with consideration given to family needs, beneficiary dynamics, and tax minimization.
We can assist with gift tax preparation, trust funding, and asset titling to ensure your gift is timely and effective for tax purposes.
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
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:
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.
Wealth Planning Thought Leadership
Family Office Services Explored
Because of the complexity and demands of running a family business, certain business formalities often fall by the wayside. Some patterns reoccur and common mistakes are made with family business owners who have either outgrown their existing set of advisors, have insufficient professional support, or are trying to DIY their legal, tax, or accounting work….
Wealth Administration as We Age
After decades of advising families on tax and estate planning, I have come to the conclusion that the year of attaining age 80 is often the most appropriate time to make a dramatic shift in how families are currently handling and communicating about their personal, financial, tax and legal affairs. Most people keep some level…
Diving into Family Archives
Our family business turned 100 years old this year. This milestone was an opportunity to review and update our family business artifacts and archives. It is thrilling to review old pictures and treasures and talk about what was. Is it time for your family to do the same? We all have a family tree. For…