Sara A. Nicholson
I bring a genuine empathy, effective strategies, attention to detail and strong follow-through to my practice. Each client has specific circumstances and preferences, and I tailor my approach to their unique family situations. After making clients feel comfortable with the planning process, I advise them with both candor and sensitivity to accomplish their goals and bring them peace of mind.
Helping West Michigan families navigate the complex terrain of trusts and estates, Sara Nicholson specializes in planning with retirement assets for individuals and families. She drafts wills and powers of attorney and provides probate avoidance advice for a variety of clients. When crafting estate plans, Sara helps people maximize the income tax benefits of retirement assets by advising them on beneficiary designations, specialized trusts designed to continue income tax deferral and distributions from these retirement assets.