Meet Marty Bodnar of Pear Sperling Eggan & Daniels, PC

https://www.collaborativegroupofmichigan.com/directory/marty-bodnar

This month, we're featuring Martin "Marty" Bodnar, an estate planning and probate attorney with Pear Sperling Eggan & Daniels, PC, at Domino's Farms in Ann Arbor.

Marty helps clients bring order to their affairs and peace of mind through estate and succession planning. When a client's needs extend beyond the law, he can turn to the professionals in our business networking group.

About Marty’s Work with PSED

Marty focuses his practice on:

Estate planning
Succession planning
Probate and trust administration
Business and business planning

Experience and Education

Before settling in Ann Arbor, he practiced law in Ohio for 14 years, both in the public sector and private practice. He served both as the elected Law Director of the City of Barberton and Chief Prosecutor of the Barberton Municipal Court.

Marty’s undergraduate education was completed at the University of Michigan, where he earned his bachelor's degree in Economics and was a three-year starter and co-captain on the basketball team. He went on to receive his Juris Doctorate from the University of Akron and his MBA from Eastern Michigan University. His financial planning background helps him understand each client's overall financial picture.

His path to estate planning started with law school. Marty knew he didn’t want to work in a courtroom, and as an organized individual, estate planning fit his personality!

What Sets His Approach Apart

A good estate plan requires a client’s assets to be titled properly.

Marty prepares a spreadsheet for each client that lists their assets and gives specific instructions for each one on how it needs to be titled or how beneficiaries need to be named.

A Common Concern

There are two big questions that clients typically ask: Who gets what? And who is in charge?

He explains that both questions begin with: What do you own? Answering that helps him guide clients through the rest.

Before You Work with an Estate Planning Attorney

A common misconception his clients have: preparing a last will avoids probate. However, this isn’t always the case.

Marty’s advice for anyone getting started is to have a good idea of your assets and how you would like it distributed after you pass away.

To stay current on estate planning, Marty attends the annual Estate Planning conference.

Marty's Experience With CGM

When Marty started his legal practice in 2014, his twin brother was part of a business networking group in Cincinnati. This inspired Marty to search for a similar group, which led him to our group.

Eleven years later, he's still a member!

Marty says he's met great friends he trusts who have referred business to him. He estimates he’s generated about $30,000 per year through our group over the past 11 years.

His advice for any professional thinking about joining our business networking group?

"Do it now!"

Interested in Joining CGM?

We're a business networking group in Ann Arbor serving the Southeast Michigan area. Our members meet weekly, with one member per profession, to build the kind of trust that leads to warm referrals.