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Text Content

 * Home
 * About
 * Services
 * Blog
 * Intake Forms
 * Contact
 * Client Login

About
 * About Joe Dallo
 * About Mallory Yaldo
 * Appearances

Services
 * Estate Planning Attorney
 * Michigan Probate Attorney
 * Trust Administration
 * Elder Care Law
 * Lawsafe®

Intake Forms
 * Questionnaire For A Couple
 * Questionnaire For An Individual
 * Deed Questionnaire


Mon - Fri 9:00am - 5:00pm (248) 375-4064
joe@dalloestateplanning.com

 * Home
 * About
   * About Joe Dallo
   * About Mallory Yaldo
   * Appearances
 * Services
   * Estate Planning Attorney
   * Michigan Probate Attorney
   * Trust Administration
   * Elder Care Law
   * Lawsafe®
 * Blog
 * Intake Forms
   * Questionnaire For A Couple
   * Questionnaire For An Individual
   * Deed Questionnaire
 * Contact
 * Client Login


A LOCAL FIRM
YOU CAN TRUST Dallo Estate Planning, PLLC is located in Farmington Hills,
providing representation for estate planning, trust administration, and elder
care law. Contact me today to schedule an appointment. Learn More Contact Take
our quick quiz Learn More YOUR PRIORITIES We strive to ensure that your assets
and loved ones are secure in any situation that may occur View Our Services we
share


DETERMINE
YOUR GOALS

Before you can plan for the future, the first step is figuring out where you
want to be and how an estate plan can help you get there. We help you figure out
your financial goals and what you’d like your legacy to be. Whether your biggest
concern is ensuring that your heirs inherit as much as possible, setting up a
guardianship for a special needs beneficiary, or planning for your end of life
care, we can help.


IMPLEMENT
A PLAN

Once we know and understand the goals you have for your lifetime, any possible
incapacity, and upon your death, we work to create a plan that implements your
goals. Through wills, trusts, living wills, powers of attorney, directed
beneficiary accounts, and naming guardians and trustees, we put together a plan
that meets your needs and protects your family. 


USE A FIRM
YOU TRUST

Joe Dallo enjoys serving his clients and helping them plan for the future. With
a background in financial planning and his legal training, Joe brings a sharp,
analytical thought process to estate planning and solving client problems. Dallo
Estate Planning tailors creative solutions to meet each client’s needs, working
to protect their assets, families, and hopes for the future


SERVICES WE PROVIDE

Covered in these areas



ESTATE PLANNING

Estate planning isn’t just planning for your death; it’s also about planning for
your life and the lives of the people you love. While death is uncomfortable to
think about, if you fail to plan, the future of your estate can be uncertain.

Learn More


PROBATE AND TRUST ADMINISTRATION

Probate is a court-directed process that distributes the assets of your estate
upon your death. While we often help clients avoid probate, we can also assist
heirs with managing the probate legal process and settlement of an estate.

Learn More


ELDER LAW SERVICES

Dallo Estate Planning also offers a full range of elder law services in addition
to estate planning geared towards seniors. We assist with a number of factors,
from insurance and benefits to care and transfers of property.

Learn More
Ensure you're in good hands


WHY CHOOSE DALLO ESTATE PLANNING?

Welcome to Dallo Estate Planning. Our purpose is to help families achieve peace
of mind and care for their loved ones in the future. We help you determine your
goals for your lifetime and your family and incorporate practical estate
planning to manage your assets and affairs during your lifetime, if you’re
incapacitated, and to support your family members once you’re gone. Our firm
offers estate planning, trust and probate administration, and elder law
services.

You need an estate plan uniquely tailored to your life and goals. At Dallo
Estate Planning, we know that a useful estate plan can’t come from a
cookie-cutter plan. We work closely with our clients to meet their individual
needs.

Learn More


SUCCESS STORIES

what we have done
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All Time Clients
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Clients In This Year
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Trusts
0
Probate Cases


LATEST NEWS

Read All News

 * April 4, 2023
   
   
   HOW TO PICK THE RIGHT RETIREMENT ACCOUNT FOR YOUR ESTATE PLAN?
   
   Read More
 * May 24, 2021
   
   
   HOW TO PICK THE RIGHT RETIREMENT ACCOUNT FOR YOUR ESTATE PLAN?
   
   Read More
 * May 24, 2021
   
   
   PREPARING FOR LONG-TERM CARE
   
   Read More
 * May 24, 2021
   
   
   BREAKING DOWN LIVING TRUSTS
   
   Read More
 * May 24, 2021
   
   
   THE IMPORTANCE OF LADY BIRD DEEDS FOR NEW HOMEOWNERS
   
   Read More

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CLIENT TESTIMONIALS



 * I’ve been working with Joe for over a year with my estate issues. I can tell
   you first hand that he’s extremely effective at his services. He puts the
   client first above everything. He listens to your concerns and shares
   intelligent strategies to help achieve your goals. I highly recommend hiring
   Joe!
   
   “
   Jason E.

 * Joe at Dallo Estate Planning is a consummate professional and great human
   being. He did an incredible job listening to our needs and developing a plan
   that made sense, based on what we wanted. He offered various options and
   provided different examples of the options, ensuring to explain each detail
   if there was any sort of confusion. He makes you feel like family and ensures
   your comfortable with the process, each step of the way. Within days of
   speaking with Joe, I recommended him to various family members because I knew
   I found the “right guy” for this job. Thank you for everything, Joe!!
   
   “
   Robert Azar
   From Google Reviews

 * Having finally gotten to a point where it was time to consider estate
   planning I had no idea where to start. Luckily I happen to be sitting at the
   same table as Joe Dallo while at the wedding of my wife’s friend. As he
   talked passionately about his business and how his ultimate goal was to make
   sure that his clients were informed, it made perfect sense to pick his brain
   on the conundrum I was currently attempting to resolve. Joe went out of his
   way to come to my office and provide me an in-depth conversation of the
   options that existed when deciding on estate planning. All of that led to me
   not only creating a trust but also life insurance policies for both my wife
   and I. I definitely want to recommend Joe in the event you’re looking for a
   lawyer that can cater to your needs within the legal environment. Even after
   the completion of our trust Joe continues to be a valuable resource on both
   items within the legal space as well items outside of the space. Thanks again
   Joe for everything.
   
   “
   Brandon P.

 * Joe was super knowledgeable, honest, and patient as he walked me through each
   step of the process. He got all of my documents to me accurately and in a
   timely manner and was responsive to any questions I had. Would recommend to
   anyone seeking help with financial and estate planning!
   
   “
   Monica S.

 * As an attorney, I’m always referring clients to other professionals, and Joe
   is my go to guy for estate planning. Not to mention, he’s a financial
   planner, which goes hand in hand with estate planning. He is extremely
   knowledgeable, honest and trustworthy, and I know my clients are in good
   hands with Joe! He’s definitely the best the legal community has to offer!
   
   “
   Madana H.

 * Mr. Dallo’s knowledge and counsel regarding estate planning are second to
   none. His expertise will guide your estate plan and provide your family with
   protection, peace of mind, and financial security. I wouldn’t think to use
   anyone else but Dallo Estate Planning to advise me on all my estate planning
   needs.
   
   “
   Adam H.

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See More Testimonials


HAVE A QUESTION?



Please fill out the form and press the submit button.
We will get back to you with 1-2 business days.



31731 Northwestern Hwy
Suite 261W
Farmington Hills, MI 48334

Troy Law Center
5960 Livernois Rd.
Troy, MI 48098

(248) 375-4064
joe@dalloestateplanning.com


RECENT BLOG POSTS

How To Pick The Right Retirement Account For Your Estate Plan?
April 4, 2023
How To Pick The Right Retirement Account For Your Estate Plan?
May 24, 2021
Preparing for Long-Term Care
May 24, 2021


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