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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

  • Tax considerations auto dealers should consider for 2020 year-end planning

    How could the extraordinary effects of the COVID-19 pandemic and the possibility of tax law changes next year affect your year-end tax planning? Here are a few ideas. 

    GianFranco DelBene Kurt Beck Peter Tratt Dan Meloche
    Article November 18, 2020 4 min read
    Close-up photo of a row of cars rear bumpers.
  • Create a legacy of giving: Engage family members in your donor advised fund

    Have a donor-advised fund? A family philanthropy board helps engage loved ones and strengthen your family’s legacy of giving. Our experts explain via American Endowment Foundation

    Dawn Jinsky Wealth Management Sara Montgomery Wealth Management
    Article November 9, 2020 4 min read
    A couple smiling and holding hands in an outdoor area.
  • Shark Fin Charitable Lead Annuity Trust
    A Charitable Lead Annuity Trust (CLAT) pays a fixed amount of the trust’s assets to 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.
    Article November 2, 2020 1 min read
    Woman laughing with advisor
  • 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

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.

 

COVID-19: Navigate uncertainty. Find peace of mind.

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