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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.

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Unsure how the COVID-19 crisis impacts your financial future? We can help.

Estate Planning Thought Leadership

  • Charitable planning opportunities under the CARES Act
    In addition to financial benefits for individuals and businesses, the CARES Act includes significant tax benefits to encourage charitable donations. Here’s what you need to know for your 2020 tax planning.
    Rebecca Solomon Wealth Management Dino Giannobile
    Article June 30, 2020 4 min read
    Man sitting on outside stairs reading a newspaper
  • What investors want to know now: A way forward

    Uncertain about the current financial landscape? Our advisors share insights on some of the top issues investors face today and how to move forward. 

    Jim Baird Wealth Management Dawn Jinsky Wealth Management Sara Montgomery Wealth Management David Stahl Wealth Management Jaime Eckels Wealth Management
    Webinar June 9, 2020 60 min watch
    Businessman standing in his office looking out the window.
  • Philanthropy amid COVID-19: How to give where it counts

    Our communities need support to battle the COVID-19 pandemic, and many of us are feeling the call to give. Here’s how we’re advising our philanthropic clients right now. 

    Sara Montgomery Wealth Management
    Article May 26, 2020 4 min read
    Middle aged couple standing in their living room smiling looking out the window.
  • Low values, lower tax burden: Why you should transfer your wealth now

    Low asset values resulting from a down market are creating tax-savings opportunities for transferring wealth to the next generation. Here’s why you should make the most of these favorable valuation conditions and consider transferring your wealth sooner than later. 

    Jesse L. Richardson Dawn Jinsky Wealth Management
    Article May 20, 2020 4 min read
    Woman smiling holding a cup of coffee with a man sitting in the background on a bench using a laptop computer.

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.


COVID-19: Navigate uncertainty. Find peace of mind.

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