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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

  • Buying life insurance? Put the horse before the cart
    Every day, Americans are sold life insurance coverage that’s either unnecessary or unsuitable to their needs. Why? Products are picked based on hypothetical formulas instead of the client’s actual needs. Here’s how an objective third party can help.
    Steven J. Gibson Wealth Management Jaime Eckels Wealth Management
    Article October 20, 2020 4 min read
    A man, woman, and child playing in a yard
  • Charitable giving with a charitable lead annuity trust

    An extraordinarily low Section 7520 rate makes now an opportune time for giving through a charitable lead annuity trust. Learn how grantor and nongrantor CLATs can achieve charitable goals while offering income tax or estate and gift tax benefits.

    Rebecca Solomon Wealth Management Dino Giannobile
    Article October 7, 2020 5 min read
    Elderly couple sitting at a dinner table talking.
  • The five questions to ask before choosing a financial advisor
    Choosing the right wealth management advisor involves asking hard questions about transparency and independence. Jeff Watkins and Sarah Montgomery share their top five considerations via MarketWatch.
    Jeff Watkins Wealth Management Sara Montgomery Wealth Management
    Article September 23, 2020 5 min read
    Woman leaning against a sliding glass door, drinking coffee
  • Estate planning and the 2020 election: Key considerations
    It’s likely that tax policy will top the legislative agenda in 2021, regardless of the outcome of November elections. The next several months may be the best opportunity in a while for estate planning.
    Alicia Cole Wealth Management
    Article September 21, 2020 5 min read
    American flag stars

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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