Estate planning advice in Traverse City, Michigan

Traverse Legal, PLC is a cutting-edge law firm located at 810 Cottageview Drive in Traverse City, Michigan, United States. Specializing in legal protection for high-net-worth individuals and family offices, they offer fixed monthly fees for a range of services from formation to exit. Serving as outside general counsel, they have litigated cases similar to yours with proven success. Their team of experienced attorneys specialize in internet law, patent law, artificial intelligence, business law, commercial real estate law, and more. With a focus on innovative technology, they provide AI tools for clients to make informed decisions and navigate complex legal issues with confidence. Traverse Legal is dedicated to changing the way law is practiced, offering transparent billing and collaborative relationships with clients. Contact them today for expert legal advice and representation.

Black Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.

Resilient Financial Planning, located at 236 1/2 East Front Street in Traverse City, Michigan, is a finance institution dedicated to providing personalized financial advice and planning services. Unlike other financial advisors who may prioritize selling specific products, Resilient focuses on creating customized financial plans tailored to each client's individual goals and needs. As an independent firm, Resilient is able to offer unbiased advice and explore cutting-edge investment strategies to help clients achieve their financial objectives. With a commitment to providing white-glove service, the team at Resilient is dedicated to being accessible and responsive to clients' needs. Whether you are planning for retirement, managing income, addressing tax concerns, or simply looking to improve your overall financial well-being, Resilient Financial Planning is the partner you can trust to help you navigate the complexities of financial planning with confidence and peace of mind.

Hantz Financial Services in Traverse City, Michigan is a reputable finance and insurance agency located at 924 East Eighth Street. Our experienced team of professionals is dedicated to providing personalized financial planning and insurance solutions to meet the unique needs of our clients. Whether you are looking to invest, save for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. Trust Hantz Financial Services to help you achieve your financial goals and secure your financial future.

Garrett Law Offices in Traverse City is a reputable institution specializing in finance and legal services. Located at 800 South Garfield Avenue in Traverse City, Michigan, this institution offers expert legal advice and assistance in various areas of law. With a team of experienced lawyers, Garrett Law Offices is dedicated to providing top-notch legal representation to clients in need. Whether you require assistance with financial matters or legal issues, you can trust Garrett Law Offices to provide professional and reliable services.

Hall Real Estate Law is a reputable law firm located at 2610 Twin Eagles Drive in Traverse City, Michigan. Specializing in real estate law, their team of experienced lawyers provides expert legal advice and representation to clients in the area. Whether you are buying, selling, or dealing with any other real estate issue, Hall Real Estate Law is dedicated to helping you navigate the complex legal process with ease. Trustworthy and reliable, they are committed to delivering top-notch service to their clients.

RLM Financial Services-Traverse City is a reputable finance institution located in Traverse City, Michigan. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, we are here to help. Visit us at 4110 Copper Ridge Drive to learn more about how we can help you secure your financial future.

Grand Traverse Financial is a trusted finance institution located at 1129 East Eighth Street in Traverse City, Michigan. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and expert financial guidance to our clients. Whether you need help with investments, loans, or retirement planning, Grand Traverse Financial is here to help. Visit us today to see how we can assist you in reaching your financial aspirations.

Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative is a trusted insurance agency located at 1760 Forest Ridge Drive, Traverse City, Michigan, United States. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Gunnar Gavin offers a range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Gunnar Gavin can help you navigate the complexities of Medicare and find the best plan for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that combines Parts A and B in a single plan.

Mas/Stig-Nielsen, PLLC is a reputable law firm located at 420 East Front Street in Traverse City, Michigan, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Mas/Stig-Nielsen, PLLC is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the skilled attorneys at Mas/Stig-Nielsen, PLLC are here to help. Contact them today to schedule a consultation and discuss your legal needs.

Wilson Kester, PLLC1998 is a reputable law firm located at 627 West Front Street in Traverse City, Michigan, United States. Specializing in various areas of law, the skilled team of lawyers at Wilson Kester, PLLC1998 provides expert legal advice and representation to their clients. With a commitment to delivering personalized and effective solutions, they strive to achieve the best possible outcomes for their clients. Whether you are in need of legal assistance for business matters, estate planning, or personal injury cases, Wilson Kester, PLLC1998 is dedicated to providing top-notch legal services tailored to meet your specific needs.

H&R Block is a trusted accounting and finance institution located at 1734 South Garfield Avenue in Traverse City, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finances with expertise and personalized solutions. Visit us today to learn more about how we can assist you in achieving your financial goals.

Bethany C Warner & Associates is a well-established law firm located at 107 Cass Street in Traverse City, Michigan. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are in need of assistance with a personal injury case, family law matter, estate planning, or any other legal issue, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

H&R Block is a renowned accounting and finance institution located at 3200 West South Airport Road in Traverse City, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting solutions. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized services to meet your specific needs. Visit us today to experience top-notch financial services and secure your financial future.

Marshall and Bruce Law Firm is a reputable legal institution located in Traverse City, Michigan. With a dedicated team of experienced lawyers, they provide expert legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business dispute, Marshall and Bruce Law Firm is committed to providing top-notch legal counsel. Their office is conveniently located at 13872 South Compass Rose Drive, making it easily accessible for clients in the area. Trust Marshall and Bruce Law Firm to handle your legal matters with professionalism and expertise.

Lakeshore Resort TC is a picturesque waterfront retreat located at 1897 U.S. 31 in Traverse City, Michigan. As a multi-faceted institution, Lakeshore Resort TC offers a range of services including lodging, real estate, and travel assistance. Nestled along the shores of a pristine lake, guests can relax and unwind in the cozy accommodations, explore the surrounding natural beauty, or seek expert guidance on real estate investments and vacation planning. Whether you're looking for a peaceful getaway, a new property investment, or a memorable travel experience, Lakeshore Resort TC is your one-stop destination for all your hospitality needs.

KorthaseFlinn Insurance & Financial Services is a trusted institution located at 711 West Main Street in Gaylord, Michigan. As Northern Michigan’s leading choice for insurance and financial services, KorthaseFlinn has been serving clients since 1926 with a focus on client trust and superior personal service. With five offices throughout the Midwest, including Boyne City, Petoskey, East Jordan, Gaylord, and Traverse City, KorthaseFlinn provides a variety of personal insurance, employee benefits, and business insurance solutions. What sets KorthaseFlinn apart is their representation of multiple carriers, giving clients a range of options to choose from. Whether you need bodily injury liability coverage, property damage protection, medical payments coverage, uninsured/underinsured motorist damage coverage, or physical damage coverage, KorthaseFlinn has you covered. They also offer rental coverage/loss of use to ensure you have transportation while your vehicle is being repaired.

Well Done Life & Legacy is a reputable insurance agency located in Traverse City, Michigan. Our dedicated team is committed to helping individuals and families secure their financial future by providing a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or estate planning, we are here to guide you every step of the way. At Well Done Life & Legacy, we believe in protecting what matters most to you and ensuring a legacy that will last for generations to come. Visit us at 476 U.S. 31 to learn more about how we can help you achieve your financial goals.

Bliss and Thompson Financial Services is a reputable finance and insurance agency located at 3409 Veterans Drive in Traverse City, Michigan. With a strong commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, retirement planning, or wealth management services, Bliss and Thompson Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.

Cathleen Wheeler, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out-of-pocket limit, with some plans available for as low as $0 per month. With the rising costs of healthcare and increasing life expectancy, long-term care planning is essential. Our agents are here to help you start planning for the future and have important discussions with your loved ones. Contact us today to begin planning your next steps.

Debbie Craig - Raymond James is a finance institution located at 2915 North Garfield Road in Traverse City, Michigan. As a trusted financial advisor, Debbie Craig provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Debbie Craig - Raymond James is dedicated to providing exceptional financial guidance and support to individuals and families in the Traverse City area.

Christian Family Financial is a reputable finance and insurance agency located at 107 Cass Street in Traverse City, Michigan. With a focus on serving the needs of Christian families, our dedicated team of professionals is committed to providing personalized financial solutions that align with our clients' values and goals. Whether you are looking for insurance coverage or seeking investment opportunities, Christian Family Financial is here to help you navigate the complexities of the financial world with integrity and expertise. Contact us today to schedule a consultation and take the first step towards securing your family's financial future.

Abigail Peck, PLLC is a health institution located at 3301 Veterans Drive in Traverse City, Michigan. Specializing in personalized care and treatment, Abigail Peck, PLLC offers a wide range of healthcare services to meet the individual needs of each patient. With a team of highly skilled and compassionate professionals, this institution is dedicated to providing top-quality care in a comfortable and welcoming environment. Whether you are in need of routine check-ups, preventative care, or specialized treatment, Abigail Peck, PLLC is committed to helping you achieve and maintain optimal health.

Piche & Olson, PLC is a leading dental practice located at 335 East State Street in Traverse City, Michigan, United States. Our experienced team of dentists and health professionals are dedicated to providing top-quality dental care in a comfortable and welcoming environment. From routine cleanings and exams to advanced cosmetic and restorative procedures, we offer a wide range of services to meet all of your dental needs. Visit us today and experience the difference that superior care and personalized attention can make for your oral health.

MoneyFit is a leading accounting and finance institution located at 444 Cass Street in Traverse City, Michigan. Our team of expert financial advisors and accountants are dedicated to helping individuals and businesses achieve financial success. Whether you need help with budgeting, investing, tax planning, or any other financial matter, MoneyFit is here to provide personalized and professional guidance. Visit us today to take the first step towards a more secure financial future.

Northern Michigan Elder Law PLC (NMEL) is a specialized law firm located at 103 Belvedere Avenue in Charlevoix, Michigan, United States. With additional offices in Traverse City and East Jordan, we serve the entire Northern Michigan region, including surrounding communities and islands such as Mackinaw Island, Beaver Island, and Drummond Island. At NMEL, we focus exclusively on Elder Law, handling a wide range of legal matters related to aging, estate planning, and asset protection. Our team is dedicated to providing high-quality legal services to clients in counties throughout Northern Michigan, ensuring that their needs are met with professionalism and care.

True North Legal Group is a reputable law firm located at 733 East Eighth Street in Traverse City, Michigan. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as estate planning, real estate law, and civil litigation, True North Legal Group is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, True North Legal Group is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Paul Bare Law Office is a reputable law firm located at 3281 Racquet Club Drive in Traverse City, Michigan. Specializing in various legal services, the team at Paul Bare Law Office is dedicated to providing high-quality representation and personalized attention to each client. Whether you are in need of assistance with estate planning, real estate transactions, or family law matters, you can trust the experienced lawyers at Paul Bare Law Office to guide you through the legal process with professionalism and expertise. With a commitment to achieving the best possible outcome for their clients, Paul Bare Law Office is a trusted choice for individuals seeking legal assistance in Traverse City and beyond.

DAR Law | Danbrook Adams Raymond PLC is a reputable law firm located in Traverse City, Michigan. Our team of experienced lawyers specializes in various areas of law, providing expert legal advice and representation to clients in need. Whether you are facing a personal injury case, a criminal matter, or need assistance with estate planning, our dedicated attorneys are here to help. With a commitment to excellence and a track record of success, DAR Law | Danbrook Adams Raymond PLC is the trusted choice for legal services in the Traverse City area. Visit us at 625 Second Street to discuss your legal needs today.

Bare & Westfall, P.C. is a trusted financial and legal institution located at 3281 Racquet Club Drive in Traverse City, Michigan, United States. Specializing in a range of financial and legal services, our experienced team is dedicated to providing top-notch advice and representation to our clients. Whether you need assistance with financial planning, estate planning, business law, or any other legal matter, Bare & Westfall, P.C. is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial and legal needs.