providing peace of mind

When the issue is preserving, protecting, and growing assets, we know you and your family face a multitude of complex issues. Indeed, for many years, Plante Moran Financial Advisors and its affiliates have provided clients with professional financial and estate planning advice to help them attain their goals. Now, with Plante Moran Trust, we can help to enhance those plans, when you have a need for the creation of a trust. A personal trust can be a wonderful way to control and protect your assets during your lifetime and later, to provide for a smooth transition of your personal and business matters for your loved ones.

For information on our trust services, to review your trust account (activity and portfolio), or to contact our trust specialists, please refer to www.pmtrust.com.