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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

  • Finances, family, and responsibility: Five steps for starting difficult conversations

    Starting important and often difficult conversations with the people we’re close to about money, family, and finances is hard. These five steps can make conversations easier than you expect —  and more productive.

    Sara Montgomery Wealth Management
    Article February 2, 2021 5 min read
    A family sitting in a living room together looking at a handheld tablet device.
  • What does a new administration mean for your estate plan?

    With a new administration in place in Washington, potential changes to the estate and gift tax exemption could have significant estate planning implications for wealthy families. Here’s why you should review your plan now.

    Alicia Cole Wealth Management
    Article February 1, 2021 3 min read
    View of the United States Capitol building at dawn with the sun setting.
  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge
  • Financial planning: Ten opportunities for 2021

    How can you optimize your financial plans for 2021? We think these 10 ideas have potential for success — if you get started soon.

    David Stahl Wealth Management Dawn Jinsky Wealth Management Mike Lopus Wealth Management
    Article January 6, 2021 3 min read
    Man using laptop computer in kitchen while standing drinking a cup of coffee.

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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