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Estate Planning

Planning Now For Your Legacy

You’ve worked hard to build your wealth—which is why your estate planning strategy is an integral part of your overall financial plan. How do you want to distribute your wealth? What kind of legacy do you want to leave? What are the implications of these decisions?

In addition to building wealth, preserving wealth and creating a plan to leave a legacy are critical components for most individuals. Our financial advisors and estate planning services are aligned with these goals in mind. Our estate planning consultants will work with you to develop a comprehensive estate plan that will help provide financial security, protect your family’s interest, and ensure that your estate will be transferred according to your wishes.

An expert estate planning consultant will help you articulate your goals and develop a comprehensive estate plan strategy in order to reach those objectives. Drawing on our expertise, you’ll be able to maximize the value of your estate by keeping your tax liability as low as possible. Working together, our team and wealth management services will help you provide financial security for your family and ensure your estate will be transferred according to your wishes.

"Our Plante & Moran tax specialists are thoughtful and complete in their tax planning ideas. We appreciate that they successfully implement their ideas with equal energy and expertise."

Tax Manager
Large Turnaround Firm