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.