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TOP 30 Estate planning for families in Michigan
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The B-Hive
The B-Hive is a real estate and travel agency located at 98 Avery Street in South Haven, Michigan, United States. Specializing in providing luxury vacation beach homes for rent, all properties are just a short walk to town and the beautiful beaches of South Haven. Book early to secure your spot and plan to stay awhile, as you won't want to leave! Due to unexpected cancellations, there are a few prime spots available for this summer's fun. Click on the properties below to see more, including the "Let It Be" rental available for $6400/week during prime weeks in July and August. With accommodations for up to 8 guests, this is the perfect opportunity for a summer getaway.
Stempien Elder Law, PLLC
Stempien Elder Law, PLLC is a trusted law firm located in Mount Clemens, Michigan, specializing in elder law services. Our experienced attorneys provide expert guidance and legal representation for matters such as estate planning, Medicaid planning, guardianship, and more. We are dedicated to helping seniors and their families navigate the complexities of legal issues related to aging with compassion and professionalism. Contact us at our office on 14 1st Street for personalized legal assistance tailored to your specific needs.
Cashen & Strehl PC
Cashen & Strehl PC is a reputable law firm located at 45700 Village Boulevard in Shelby Township, Michigan. With a team of experienced and dedicated lawyers, they provide top-notch legal services in various areas of law. Whether you are in need of assistance with personal injury, family law, estate planning, or business law, Cashen & Strehl PC is committed to helping you navigate the legal system with professionalism and expertise. Contact them today for reliable and effective legal representation.
Towner & Towner
Towner & Towner is a reputable law firm located at 38770 Garfield Road in Clinton Township, Michigan. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in various practice areas. Whether you are in need of legal representation for personal injury, family law, estate planning, or business matters, Towner & Towner is committed to delivering personalized and effective solutions tailored to your specific needs. Trust in their expertise and professionalism to guide you through the legal process and achieve the best possible outcome for your case.
Macomb Legal Services
Macomb Legal Services is a reputable legal institution located at 39999 Garfield Road in Clinton Township, Michigan, United States. Specializing in health law, our team of experienced lawyers provides expert legal advice and representation to individuals and organizations in need of assistance with healthcare-related legal matters. With a strong commitment to serving our clients with integrity and professionalism, Macomb Legal Services is dedicated to achieving positive outcomes for our clients. Contact us today for reliable legal support in navigating the complex landscape of health law.
Law Office of Jennifer L. Schmidt
The Law Office of Jennifer L. Schmidt is a trusted legal firm located at 17001 19 Mile Road in Clinton Township, Michigan. Specializing in various areas of law, including family law, estate planning, and personal injury, Attorney Jennifer L. Schmidt is dedicated to providing top-notch legal representation and personalized service to her clients. With a strong commitment to achieving the best possible outcomes for her clients, the Law Office of Jennifer L. Schmidt is a reliable choice for anyone in need of legal assistance in the Clinton Township area.
Mosley’s Retreat
Mosley's Retreat is a charming institution located at 9674 Tow Road in Fenwick, Michigan, United States. Offering a unique combination of lodging, real estate, and travel services, this destination is the perfect getaway for those seeking a peaceful and relaxing retreat. Whether you're looking to book a cozy stay, explore real estate opportunities, or plan your next adventure, Mosley's Retreat has everything you need to make your experience unforgettable. With its picturesque surroundings and welcoming atmosphere, this institution is sure to become your go-to destination for all things travel and relaxation.
CasaMar Vacation Rental
CasaMar Vacation Rental is a premier real estate and travel agency located on Lake Avenue in Union Pier, Michigan, United States. We specialize in providing luxurious vacation rental properties for those seeking a relaxing getaway in the beautiful surroundings of Lake Michigan. Our team is dedicated to helping you find the perfect rental property that suits your needs and preferences. Whether you're looking for a cozy cottage for a romantic retreat or a spacious beachfront home for a family vacation, CasaMar Vacation Rental has the perfect option for you. Contact us today to start planning your dream vacation in Union Pier!
MI Vacation Retreat
MI Vacation Retreat is a premier real estate and travel agency located in the picturesque town of St. Joseph, Michigan. Our expert team specializes in providing luxurious vacation rentals and properties for those looking to escape the hustle and bustle of everyday life. Whether you're searching for a cozy cabin in the woods or a beachfront villa with stunning views, we have the perfect getaway for you. With personalized service and attention to detail, MI Vacation Retreat is your go-to destination for a memorable and relaxing vacation experience. Come visit us at 922 Whitwam Drive and let us help you plan your dream retreat in beautiful Michigan.
Paradise Villa Rentals
Paradise Villa Rentals is a premier real estate and travel agency located at 16032C Lakeshore Road in Union Pier, Michigan, United States. Specializing in luxury villa rentals, Paradise Villa Rentals offers a wide selection of exquisite properties for vacationers looking for a slice of paradise. Whether you're seeking a beachfront retreat or a secluded mountain getaway, our experienced team is dedicated to finding the perfect rental for your needs. With top-notch customer service and attention to detail, Paradise Villa Rentals ensures a stress-free and unforgettable vacation experience. Book your dream villa rental with Paradise Villa Rentals today and start planning your next escape to paradise.
Greenleaf Trust
Greenleaf Trust is a premier bank and financial institution located at 4000 Main Street in Petoskey, Michigan, United States. With a commitment to providing exceptional financial services and personalized wealth management solutions, Greenleaf Trust is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, estate planning services, or retirement planning strategies, our team of experienced professionals is here to assist you every step of the way. Trust Greenleaf Trust for all your banking and financial needs.
Black Walnut Wealth Management - Traverse City Financial Advisor
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.
Hemming& Wealth Management
Hemming& Wealth Management is a leading finance institution located at 600 East Front Street in Traverse City, Michigan, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Hemming& Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 333 West Grandview Parkway in Traverse City, Michigan, is a leading finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create long-term financial strategies tailored to their needs.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a reputable finance institution located at 800 East Ellis Road in Muskegon, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Morgan Stanley Financial Advisors is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 380 West Western Avenue in Muskegon, Michigan, United States, is a prestigious finance institution that offers a wide range of wealth management services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience in wealth management. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 3061 Macatawa Drive, Grandville, Michigan, United States. They specialize in providing effective retirement strategies for clients, their families, friends, and the community. The team at Jacobs Financial Services builds trust and confidence with each client through personal connections, serving as not only financial retirement strategists but also trusted friends. Clients share stories of celebrations, milestones, and bucket list experiences made possible by the financial peace brought by Jacobs Financial's strategies. The institution prides itself on celebrating with clients as they live out their dreams during their golden years. Jacobs Financial Services is dedicated to providing lasting impacts on clients and the community. They invite individuals to attend public events and schedule meetings with their team to learn more about creating a retirement plan that truly protects what matters most.
Heritage Wealth Management
Heritage Wealth Management is a finance institution located at 4166 56th Street Southwest, Wyoming, Michigan, United States. Specializing in retirement planning for individuals over the age of 50, we provide simple and meaningful financial plans to help our clients navigate their financial future. Whether you are already retired or approaching retirement, our financial planning process will give you clarity and peace of mind. Please note that our services are available to residents of select states only. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Stewardship Trust Advisors
Stewardship Trust Advisors is a renowned financial institution located at 3411 Wilson Avenue Southwest in Grandville, Michigan. With a commitment to providing expert financial advice and personalized wealth management services, Stewardship Trust Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. The institution's team of experienced advisors offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Stewardship Trust Advisors is here to help you every step of the way.
Edward Jones
Edward Jones is a prominent financial institution located at 2050 Martin Avenue Southeast in Grand Rapids, Michigan. With a strong presence in the United States, Edward Jones offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones is committed to providing expert guidance and support every step of the way.
Kaminski Wealth Management of Raymond James
Kaminski Wealth Management of Raymond James is a leading finance institution located at 2060 East Paris Avenue Southeast in Grand Rapids, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. We offer comprehensive financial planning, retirement planning, investment management, and estate planning services to individuals, families, and businesses. With a commitment to integrity, transparency, and client satisfaction, Kaminski Wealth Management of Raymond James is your trusted partner in building and preserving wealth for the future.
Kanai Wealth Management Group
Kanai Wealth Management Group is a finance institution located at 2050 Celadon Drive Northeast, Grand Rapids, Michigan, United States. True wealth is more than just money, it's about living your life freely, ensuring a legacy for future generations, spending time well, and having confidence in your future. At Kanai Wealth Management Group, our team of financial advisors is dedicated to helping clients pursue their financial goals, whether they are just starting out, preparing for retirement, or already enjoying their golden years. From young professionals looking to expand their families to retirees seeking to protect their assets, we provide personalized financial planning and investment strategies to help clients achieve true financial freedom. Our services include tax planning, estate planning, and one-on-one support for complex financial needs. Our advisors have been recognized by Forbes, InvestmentNews, and Barron's Magazine for their expertise and commitment to excellence. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a focus on providing tailored solutions to meet each client's unique financial objectives. For more information, visit our website or contact us for a consultation.
1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency. Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ is a trusted financial institution located at 5787 Stadium Drive in Kalamazoo, Michigan, United States. Michael R Matteson, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Michael R Matteson and his team are dedicated to providing expert guidance and support every step of the way.
Daus Financial Group
Daus Financial Group is a boutique financial planning firm located at 487 South Drake Road in Kalamazoo, Michigan. Our mission is to provide our clients with the financial clarity and confidence they need to live their best lives. We work closely with successful individuals and families who are looking for a partner to help them navigate their financial journey and make smart decisions for their future. Our team at Daus Financial Group is dedicated to providing thoughtful financial guidance and personal service to each of our clients. We act as your financial quarterback, collaborating with other experts and professionals as needed to ensure you have a comprehensive financial plan in place.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 750 Trade Centre Way in Portage, Michigan, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management offers access to Bank of America's estate planning services. The branch is dedicated to client service and satisfaction, working closely with clients to identify their personal and professional goals. Advisors use industry analysts and specialists to fully understand each client's financial situation and create strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which it operates.
Charles Goetz - Wealth Advisor
Charles Goetz - Wealth Advisor is a reputable institution located at 3309 West Silver Lake Road in Fenton, Michigan, United States. As a finance, insurance agency, and lawyer, we specialize in providing comprehensive wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies, risk management solutions, and estate planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Charles Goetz - Wealth Advisor is here to assist you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Stefanski Wealth Management LLC
Stefanski Wealth Management LLC is a finance institution located at 915 North Michigan Avenue, Howell, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
United Capital Financial Advisors
United Capital Financial Advisors is a leading finance institution located at 5340 Plymouth Road in Ann Arbor, Michigan, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Fineberg Wealth Management
Fineberg Wealth Management is a premier finance institution located at 1528 Golden Avenue in Ann Arbor, Michigan. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services tailored to meet the unique needs of each individual client. Whether you are looking to grow your investments, plan for retirement, or secure your family's financial future, Fineberg Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
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- Estate planning for families in Ada
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