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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

  • 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.
  • Financial planning: Ten opportunities for the second half of 2021

    In the second half of 2021, how can you continue steering your financial plan forward amid uncertainty? Consider these 10 ideas.

    David Stahl Wealth Management Dawn Jinsky Wealth Management Mike Lopus Wealth Management
    Article July 30, 2021 4 min read
    Man using laptop computer in kitchen while standing drinking a cup of coffee.
  • 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.
  • What could the proposed tax changes mean for your estate plan?

    The American Families Plan would include income tax increases for high-income taxpayers but doesn’t make changes to the estate tax. However, several congressional proposals target transfer taxes and could still be incorporated into a tax reform bill.

    Alicia Cole Wealth Management Shawn Calabrese Wealth Management
    Article May 25, 2021 5 min read
    View of American flags close-up.

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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