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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.

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Transitioning your business

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3 min read
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

Effective tax strategies today and tomorrow image
62 min watch
Finding the right balance: Year-end tax planning for individuals
Wondering how the potential for changes in tax law could affect your personal year-end tax planning? Join our tax experts for this webinar as they point you in the right direction.
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
Medical device excise tax to rise from the ashes in 2018
James Minutolo
Article November 17, 2017 2 min read

Estate Planning Thought Leadership

  • 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
  • The future of the estate tax: What can you do to plan now?
    Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010.
    Alicia Cole Wealth Management
    Article April 17, 2017 2 min read
    Image of a woman looking at a map
  • Is naming a trust as beneficiary of your IRA a good idea?
    With year-end fast approaching, now is as good a time as ever to review your IRA beneficiary designation forms. It may seem that naming a trust as an IRA beneficiary is a sound decision — and it can be for some individuals. But that doesn’t ring true for everyone.
    Rockwell Gust Wealth Management
    Article November 29, 2016 4 min read
    Group of advisors in a meeting
  • Shark Fin Charitable Lead Annuity Trust
    A Charitable Lead Annuity Trust (CLAT) pays a fixed amount of the trust’s assetsto a qualified charitable organization for a specific number of years or for the life of the donor. At the end of the term, the trust’s principal is paid to the grantor,family members, or other non-charitable remainder persons.
    Article October 31, 2016 1 min read
    Woman laughing with advisor

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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.