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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.

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...

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Transitioning your business

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Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read

Tax strategies

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How tax reform may affect the value of your company: It’s complicated

Middle-market companies are concerned about how the new tax reform legislation may affect valuations. Here is a summary of the changes that will have the biggest impact.

Richard L. Lies, III
Article March 19, 2018 5 min read
Tax reform implications for M&A transactions
Michael Monaghan
Article March 19, 2018 6 min read
Finding the right balance: Year-end tax planning for individuals
Jerry Jonckheere
Webinar December 07, 2017 62 min watch
Finding the right balance: Year-end tax planning for businesses
Ryan Defer
Webinar December 07, 2017 63 min watch

Estate Planning Thought Leadership

  • Estate planning: Finding opportunity in the new law
    For 2018, the estate, gift, and generation skipping transfer tax exemption amounts will be $11,180,000 per individual, compared with an exemption amount of $5,600,000 per individual under the previous law. What should you do now to take advantage of this opportunity?
    Alicia Cole Wealth Management
    Article March 21, 2018 3 min read
    Opened door with a brass dorr knocker with view of a historic building.
  • Estate planning checklist: Getting started
    Estate planning, wills, and trusts aren’t only for the "super wealthy" or those with complicated finances. Consider these estate planning tips that will have you better prepared for any crisis.
    Ryan Linenger Wealth Management Amber Terakedis Wealth Management Rachelle Roberts
    Article February 27, 2018 5 min read
    Woman with notepad and calculator
  • Ensure your estate plan accomplishes your post-tax reform goals
    Watch this video to learn more about ensuring your estate plan accomplishes your goals in the post-tax reform environment.
    Mark Meyers Wealth Management Alicia Cole Wealth Management
    Video February 06, 2018 5 min watch
    Tax Reform Estate Planning Video
  • The Trump Agenda after the first 100 days
    While it is an arbitrary measuring stick, the first 100 days of a Presidential administration has often been viewed as an early gauge of the potential effectiveness and priorities of that administration.
    Jim Baird Wealth Management
    Article May 01, 2017 5 min read
    Image of person holding two american flags

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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.