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Estate Planning

Whether a wealth creator or a wealth inheritor, our estate planning and settlement team can help you craft a plan that will ensure your legacy continues on to people, communities, and charitable causes that mean the most to you.
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Regardless of your current stage of life, it’s never too early to begin laying the foundation for your legacy. Through sound planning and thorough implementation, you can develop a comprehensive, well-executed strategy to help shape the future you envision, regardless of life’s uncertainties.

Working alongside you and your legal counsel, as well as Plante Moran and/or third-party advisors, our experienced wealth management team will develop an estate plan to help preserve your wealth for future generations, fulfill philanthropic goals, and minimize tax implications. Priority is also placed on protecting and managing your assets from unexpected health, personal, and business risks.

We also collaborate with our in-house specialists in philanthropy, business valuation, tax, insurance, investment advisory, and corporate finance to further ensure that you have an efficient, economical estate planning and settlement process. Together, we bring you peace of mind that your legacy goals and vision will be sustained.

We specialize in

Estate Planning Thought Leadership

  • Your year-end financial planning: 10 things to consider

    As we approach the final months of 2021, active legislative proposals, sustained market performance, and an uncertain economic outlook are leading many to ask: How can I take advantage of existing opportunities before year-end? Here’s where to start.

    David Stahl Wealth Management Dawn Jinsky Wealth Management Mike Lopus Wealth Management
    Article October 20, 2021 4 min read
    Man using laptop computer in kitchen while standing drinking a cup of coffee.
  • Build Back Better Act: Proposed estate and gift tax changes

    President Biden’s proposed Build Back Better Act includes major changes to estate and gift taxes to fund the social and education spending plan. Here’s what you need to know.

    Alicia Cole Wealth Management
    Article September 29, 2021 3 min read
    View of the U.S. capitol building.
  • Financial independence roadmap: Your personal balance sheet

    Managing your personal finances over the long term starts with your balance sheet. This tool will help you get organized, make smart decisions, and maximize your wealth over time.

    James Hankenhof Wealth Management Shawn P. Riley Wealth Management
    Article August 5, 2021 4 min read
    Business professional in a home office using a laptop computer.
  • A new twist to the inherited IRA 10-year distribution rule

    For those who’ve inherited an IRA since the beginning of 2020, a recent IRS publication has generated some confusion regarding taking distributions under the SECURE Act’s “10-year rule.” Here’s what you need to know.

    David Stahl Wealth Management Alicia Cole Wealth Management
    Article June 3, 2021 1 min read
    Family sitting in a living room couch together with their two kids.

Our Estate Planning Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.

 

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