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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

  • Tax planning: Key 2019 year-end strategies for individuals
    Wondering how new TCJA guidance and rules could affect your 2019 year-end tax planning? Join our webinar and learn how to optimize the use and timing of deductions, exemptions, and favorable rates in 2019 and beyond.
    Jerry Jonckheere James Minutolo Chad Richard Rebecca Solomon
    Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch
    Business man sitting at a counter with a cup of coffee reading a newspaper
  • Estate planning: What your family needs to know when you’re gone
    Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
    Cheri Stein Wealth Management
    Article November 14, 2019 2 min read
    Family outside at a table with woman serving bread.
  • A framework for philanthropy: Giving back starts with a plan
    Your philanthropy can be more impactful with one simple step. No, it’s not a mission statement; it’s a giving plan — a simple philanthropic framework to guide your generosity.
    Sara Montgomery Wealth Management
    Article September 4, 2019 2 min read
    Man and woman sitting at a table while looking at a book and laughing
  • Alert: Supreme Court ruling could affect state taxes on trust income
    High net-worth families looking to plan wealth transfers could benefit from considering low-tax states for forming and managing trusts.
    Curtis Ruppal Michael Frost
    Article June 28, 2019 2 minute read
    Image of a courtroom in session.

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.