About Daniel J
Daniel J Goeman constructed his legal basis in the Midwest. He earned a Bachelor of Arts in Political Science and Economics from Hope College in 1990. He then finished his law degree at Valparaiso University School of Law in 1996. Those classroom years set the stage for a practice grounded in financial and estate matters.
After law school, Goeman entered the practice of law in the area he knows well. He is licensed to practice in both Michigan and Indiana. Over time he added expert credentials that communicate to the technical side of monetary planning and estate administration work. Those credentials deepen the technical toolbox he brings to client matters.
He holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning. He also has certification thru the Probate and Estate Planning Section of the Michigan State Bar. The retirement making plans credential covers complex retirement vehicles and distribution problems. The estate administration and property making plans credential signals training in wills, trusts, estate administration and associated court procedures.
Goeman works from an office on Chicago Drive. His practice generally involves preparation of estate documents, making plans for retirement distributions, and handling estate administration and estate administration. He advises people and families on structuring files to reflect their selections about wealth transfer and to lessen friction on the time of management. He additionally assists with matters that arise after a death, which includes property inventories, creditor claims, and pleadings required to settle an estate.
Clients encounter practical advice instead of technical jargon. Conversations are likely to middle on achievable steps — drafting, updating, and executing files, and choosing appropriate fiduciaries. When things continue to an estate settlement, his work includes the important filings and coordination with estate administration courts in the jurisdictions where he's licensed.
Across his profession he has combined legal training and monetary planning credentials to address the intersections among retirement assets and property plans. He keeps an office at 10500 Chicago Drive, Suite seventy five, where he meets with clients and handles ongoing estate and retirement things. He currently concentrates his practice on estate planning, probate, and retirement making plans.
