Estate Planning

Our Expertise

Protect what you’ve built

Peace of mind doesn’t just come from current financial stability. It comes from knowing that what matters to you is planned for and will be preserved and sustained for the future. As your holistic team of advisors, we’ll help you consider your full picture so you can secure the legacy you’ve spent your life building. Through sound planning and thorough implementation, you can develop a comprehensive, well-executed estate planning strategy to help shape the future you envision, regardless of life’s uncertainties.

Working alongside you, your legal counsel and third-party advisors, and your teams within Plante Moran, our experienced wealth management team will develop an estate plan to help preserve your wealth for future generations, fulfill philanthropic goals, and maximize your after-tax net worth.

Our approach includes collaboration with our in-house specialists in philanthropy, business valuation, tax, insurance, investment advisory, real estate, trust and corporate finance to further ensure that you have an efficient, economical estate planning and settlement process. Our ultimate goal is to bring clarity to your financial picture and help ensure your heirs and the organizations most important to you are secured through your estate — during and after your lifetime. Together, we bring you peace of mind that your legacy goals and vision will be sustained.

Our services

Estate & gift 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.
Estate & gift tax return planning
Sharing your wealth isn’t always as simple as writing a check. Our experts will help you maximize your after-tax net worth when passing on wealth and ensure your estate and gift transfers are all aboveboard.
Family legacy building
Family education is an important factor in legacy building. Through our guidance, your family will gain the knowledge and skills necessary to make informed decisions about your financial legacy and ensure its longevity.
Insurance is a useful estate planning tool for ensuring your assets are preserved and distributed according to your wishes. We’ll assess your needs and help you select the appropriate insurance products to achieve your goals.
Philanthropy & charitable giving strategies
Giving strategies can help you maintain focus on the causes closest to your heart. Together, we’ll develop a comprehensive plan that ensures that your charitable donations have the greatest impact.

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Preserve your legacy

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When it comes to your legacy, you deserve the best. As part of Plante Moran’s industry-leading wealth management practice, we work seamlessly with more than 250 dedicated investment, tax, and trust professionals to provide objective, holistic financial solutions tailored to meet your specific needs. Our team is known for more than just our high degree of expertise and wide-ranging capabilities — we’re known best for our excellent client service. Let’s discuss how we can help you achieve your estate planning goals.