Rose Coonen

COONEN LAW, PLLC
http://www.coonen-law.com/

Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning

Licensed States: Michigan

What to expect from Rose Coonen

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Rose Coonen

Hi. I’m Rose Coonen. In my practice, I focus on Family Protection, Wealth Preservation and Value-Based Planning. I bring a holistic approach to serving my clients to ensure that they have estate plans and business plans that work when they need it most and to bring harmony in what can be a very difficult time. I have a passion for working with families with children with special needs and authored the book “Estate Planning When You Have a Child With Special Needs: Plan Your Estate Well, Protect Their Future” to serve as a guide to parents.

I also work with small businesses from start-ups through succession planning and everything in between to make sure they have a strong foundation in place by helping to establish core legal, insurance, financial and tax systems to minimize risk and position them for growth. I am a Certified Exit Planning Advisor that allows me to stay on the cutting edge when it comes to the resources and knowledge needed to assist business owners through the entire cycle of creating, growing and preserving wealth.

Testimonials

Rose at Coonen Law was fantastic. Both my wife and I have put off estate planning for years because we thought the process would be overwhelming. But sitting down with Rose, she explained everything very thoroughly and made the process very easy. We had some very in depth conversations on our family planning. At the end of the process, both my wife and I felt really good knowing that we had a specific plan for our children and their inheritance. We should have done this years ago!

JUSTIN G.

My wife and I have a special needs daughter. Since we wanted to be certain that she would be financially taken care of, we hired Rose to reword our living will. She made us feel very comfortable and we were impressed with her knowledge.

BRIAN B.

“Rose has been absolutely fantastic. She doesn’t overpromise results like some attorneys. She has taken a personal interest in our case. She is getting good results and has been very easy to work with. I have used many other attorneys for various reasons over the years, but none as good as Rose.”
Daniel K.

“My husband and I like to keep our business local. This firm had a booth at one of our local community fairs. Very pleasant from the beginning. After talking to Rose, I learned she was very involved in our local community events and the firm had been around for quite some time. Very personal and friendly experience. I am recommending to friends and family and highly recommend to you”
Anonymous

“What I appreciate about Rose the most is her deep seeded sense of how to treat a client: how she would like to be treated. She doesn’t recommend taking legal action that isn’t necessary…I refer clients to her as often as I can with full confidence that they will be well taken care of.”
Julie G.

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.