Tax Planning


Tax planning is an important aspect of organizing your finances and estate for the future. However, it can be difficult to complete on your own, as tax matters can be complex and overwhelming. An experienced lawyer can review your options and assist you in determining your current and future needs.


The tax planning attorneys at Monaghan P.C. provide accomplished legal counsel and advising to clients throughout Michigan’s tri-county area in tax planning strategy. Founded over 100 years ago, our firm has always maintained the highest levels of professionalism and client service in order to meet our clients' needs.


Tax Planning


A significant portion of Monaghan P.C.'s tax planning practice involves advising and representing our clients in matters regarding federal gift and estate taxes, and state inheritance taxes.


Our lawyers advise clients on matters regarding tax implications for:

  • Estates

  • Revocable and Irrevocable Trusts

  • Beneficiaries

  • Private foundations

  • Charitable Trusts

We advise owners of family or other closely held businesses on the tax and financial planning issues related to keeping the business within the family, including buy-sell agreements, succession planning and recapitalizations.


Protecting your assets by comprehensively planning for tax matters can be an essential step in preparing your estate. Let us help you understand what taxes may apply in which situations and how it may directly affect you and your assets.