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 Prep Call with our Intake Team to understand your goals and needs
- Family Business Planning,Kids Protection Planning,Life and Legacy Planning - Hour Working Family Wealth 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.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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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.
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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.
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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.
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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.
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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.
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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.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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