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.
Transitioning your business
Estate Planning Thought Leadership
The Trump Agenda after the first 100 daysWhile 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.
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.
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.
Shark Fin Charitable Lead Annuity TrustA 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.
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.