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.
Our Services
Tax Planning
& Preparation
We provide comprehensive tax planning and preparation for individuals, business owners, estates, trusts, and nonprofits.
Estate
Planning
Our personalized estate planning services help you secure your legacy while minimizing stress, taxes, and family conflict.
Family Business
Advisory
We support family-owned businesses with practical, hands-on guidance.
Business & Nonprofit
Bookkeeping
Accurate, efficient financial records for peace of mind.
Trust & Estate
Administration
We help fiduciaries fulfill their duties with confidence and precision.
Advisory Team
Meetings
We lead and facilitate communication between your tax, financial, and legal advisors.
Family Gift & Charitable
Planning
Create a thoughtful and tax-efficient gifting strategy for the next generation or charitable causes.
Document Support
& Organization
Helping you keep key information accessible and up to date.
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 Mindset
A very successful estate planning attorney asked me once if I meant BILL PAY when I mentioned the term FAMILY OFFICE. No, no, no. Not at all. When I look around at what financial service institutions are doing right now, services like bill pay are being added under the umbrella of Family Office Services. For…
Do My Children Need to Know About My Trust?
In Michigan, in most cases trustees of an irrevocable trust are required to inform certain adult beneficiaries of an irrevocable trust about the existence of a trust for their benefit. However, the law has evolved in Michigan to except certain trusts from disclosure for a period of time defined by the trust agreement. Background Michigan…
Family Loans
If you are concerned about potential gift or estate tax exposure and reporting, and believe the stock market (or any other investment) has the potential to appreciate from here, then now is a great time to consider family loans. Consider this simplistic example: You would like to make a gift to a trust for the…