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TOP 30 Estate planning in Charlevoix, MI
24 results found
Search for local businesses, places and services near you
OsborneKlein - Ameriprise Financial - Financial Advisor in Petoskey
OsborneKlein - Ameriprise Financial is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. They offer a range of financial advisory services, including asset management, retirement planning, estate planning, and investment strategies. The advisors at OsborneKlein hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, OsborneKlein has advisors with the knowledge and skills to help you achieve your financial goals.
Holiday Vacation Rentals
Holiday Vacation Rentals is a top-tier real estate and travel agency located at 6789 South Lake Shore Drive in Harbor Springs, Michigan. Since 2005, we have been dedicated to providing our guests with unforgettable vacation experiences by offering unique and well-suited accommodations in northern Michigan. Our extensive selection of rental properties includes cottages, condominiums, cabins, and luxury vacation homes in popular areas such as Harbor Springs, Petoskey, Bay Harbor, Boyne City, Charlevoix, and more. Whether you're looking for a family getaway on Lake Michigan, a golf vacation at Birchwood Farms Golf and Country Club, or a cozy winter retreat near ski resorts like The Highlands at Harbor Springs, Nub’s Nob, or Boyne Mountain, we have the perfect rental for you.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located in Grand Rapids, Michigan, is an insurance agency dedicated to helping you plan for your financial future. With a range of products to choose from, we offer personalized guidance and solutions tailored to your specific needs. Our financial tools, educational articles, and interactive calculators can help you feel more confident about managing your money and achieving your goals. As part of the Western & Southern Financial Group, we are committed to providing you with the highest quality products and services. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how we can help with your family's life insurance and financial needs. Please note that some products may be issued by companies not affiliated with Western & Southern. Remember to consult with a legal or tax advisor for specific advice regarding your situation. At Western & Southern Life, we are here to support you every step of the way towards a secure financial future.
the house of skrobeck
The House of Skrobeck is a premier real estate and travel agency located at 2615 Charlevoix Avenue in Petoskey, Michigan. Our experienced team of professionals is dedicated to helping clients find their dream homes or plan unforgettable vacations. Whether you're looking to buy or sell a property, or seeking expert guidance for your next travel adventure, The House of Skrobeck is here to provide top-notch service and personalized assistance. Visit us today and let us help you make your real estate dreams a reality or plan the perfect getaway.
Northern Michigan Escapes
Northern Michigan Escapes is a locally owned and internationally loved real estate and travel agency located at 110 Water Street in Boyne City, Michigan. Specializing in vacation rentals, property services, and real estate, we offer over 250 unique vacation homes in Northern Michigan ranging from one-bedroom condos to seven-bedroom estates. Whether you're looking for a ski-in/ski-out property or a waterfront retreat on Lake Michigan or Lake Charlevoix, we have the perfect spot for you. Our team of hospitality experts provides complimentary concierge services to help you plan an unforgettable vacation. From customizing itineraries to arranging transportation, private chefs, and event tickets, we ensure that your stay exceeds your expectations in every way. With locations in Charlevoix and Harbor Springs, we are here to make your visit to Northern Michigan a truly memorable experience.
Sonshine Barn Wedding and Event Center
Sonshine Barn Wedding and Event Center is a charming and picturesque venue located at 2838 Wilkinson Road in Gaylord, Michigan. This beautiful property is the perfect setting for weddings, special events, and other celebrations. As a real estate and travel agency, Sonshine Barn offers tours by appointment only. To schedule a visit, simply fill out the form on their website and they will follow up to arrange a convenient time for you. Situated near popular destinations such as Petoskey, Boyne City, Charlevoix, Traverse City, and Treetop Resort & Spa, Sonshine Barn is easily accessible and surrounded by stunning natural beauty. Whether you're planning a wedding or looking for a unique event venue, Sonshine Barn is the ideal choice for your special occasion.
EXIT Northern Shores Realty
EXIT Northern Shores Realty is a well-established real estate agency located at 204 South Cedar Street in Kalkaska, Michigan. With over 20 dedicated real estate professionals, we are committed to meeting all of your Northern Michigan real estate needs. Our team is highly experienced and trained in industry-leading systems and processes, ensuring that we can efficiently assist you with buying or selling your property. We have two main offices in Elk Rapids and Kalkaska, with additional agents in Traverse City, Bellaire, and Charlevoix. Our services cover all of Northwest Michigan, and our agents are not only knowledgeable about the areas they serve, but are also active members of various local organizations, making them true community experts.
Spencer Law Firm
Spencer Law Firm is a reputable legal institution located at 3890 Charlevoix Avenue in Petoskey, Michigan. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to clients in need of expert representation. With a team of experienced lawyers, Spencer Law Firm is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Spencer Law Firm is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Turkelson Law Firm
Turkelson Law Firm is a reputable legal institution located at 213 Nettleton Street in Charlevoix, Michigan. Specializing in various areas of law, the firm offers professional and dedicated legal services to clients in need of expert representation. With a team of experienced lawyers, Turkelson Law Firm is committed to providing top-notch legal advice and guidance to help clients navigate through their legal matters effectively. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Turkelson Law Firm is here to help. Trust in their expertise and experience to ensure your legal needs are met with the highest level of professionalism and care.
Northern Michigan Elder Law PLC | NMEL
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.
Hoffman & Hoffman
Hoffman & Hoffman is a reputable law firm located at 103 Belvedere Avenue in Charlevoix, Michigan. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. From personal injury cases to estate planning and business law, Hoffman & Hoffman is committed to providing top-notch legal representation. Their office is conveniently located in the heart of Charlevoix, making it easily accessible to clients throughout the area. Trust Hoffman & Hoffman for all your legal needs.
Campbell David L
Campbell David L is a reputable law firm located at 309 Petoskey Avenue in Charlevoix, Michigan. Specializing in various areas of law, the team at Campbell David L is dedicated to providing high-quality legal services to their clients. With a focus on professionalism and expertise, this institution is committed to achieving favorable outcomes for their clients. Whether you are in need of legal representation for a personal injury case, family law matter, or estate planning, Campbell David L is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Round Lake Legal, PLLC
Round Lake Legal, PLLC is a reputable law firm located at 201 State Street in Charlevoix, Michigan. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From personal injury cases to estate planning and business law, we are committed to helping individuals and businesses navigate the complexities of the legal system. With a focus on personalized attention and effective representation, Round Lake Legal, PLLC is here to advocate for your rights and best interests. Contact us today to schedule a consultation.
Beltz Law Firm, PLLC
Beltz Law Firm, PLLC is a reputable legal institution located at 1108 Bridge Street in Charlevoix, Michigan, United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Beltz Law Firm, PLLC is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Northern Michigan Elder Law PLC
Northern Michigan Elder Law PLC is a specialized law firm located at 100 Main Street, East Jordan, Michigan, United States. With offices in Traverse City, Charlevoix, and East Jordan, we serve all surrounding communities and are willing to travel to our clients' homes. Our focus is on Elder Law, handling all matters related to one's life and possessions in Northern Michigan. Our team specializes in Elder Law services for counties in Northern Michigan, including estate administration and litigation on islands such as Mackinaw Island, Beaver Island, and Drummond Island. We handle a range of legal matters affecting aging individuals, from second marriage contracts to Medicaid planning and estate administration.
Westbrook Law PLLC: Theodore J. Westbrook
Westbrook Law PLLC, led by Theodore J. Westbrook, is a reputable law firm located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. Specializing in providing legal counsel to individuals and businesses, Westbrook Law PLLC offers expertise in consumer litigation, probate litigation, civil rights, lender liability, trade secrets, and business litigation. The firm has a proven track record of holding financial-sector wrongdoers accountable and has successfully represented thousands of Michigan consumers in class action cases. In addition to litigation services, Westbrook Law PLLC also offers estate and trust planning services. With a thorough understanding of the legal landscape surrounding wills and trusts, the firm helps clients establish, amend, and administer their estate plans. The team at Westbrook Law PLLC crafts clear and comprehensive estate and trust documents that align with clients' individual wishes, providing peace of mind for the future. In cases of disputes over wills and trusts, the firm leverages its litigation experience to protect clients' interests in probate courts.
The Meisner Law Group, P.C.
The Meisner Law Group, P.C. is a reputable legal firm located at 201 State Street in Charlevoix, Michigan, United States. With a team of experienced attorneys, they specialize in providing top-notch legal services in various practice areas such as estate planning, probate, real estate, and business law. The firm is known for its personalized approach to each case, ensuring that clients receive the attention and guidance they deserve. Whether you are in need of legal advice or representation, The Meisner Law Group, P.C. is committed to helping you navigate the complexities of the legal system with professionalism and expertise.
Jeff Wynder - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Wynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. Jeff holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. His expertise includes asset management, retirement planning, estate planning, investment strategies, and insurance products. Jeff is dedicated to helping individuals achieve their financial goals and provides personalized advice based on their unique needs. Whether you are a retiree, small business owner, or high net worth client, Jeff Wynder has the knowledge and experience to assist you in managing your assets and planning for the future. Contact Jeff Wynder today for expert financial advice and guidance.
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.
Jeffrey Neill - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Neill - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a trusted institution specializing in finance. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, Jeffrey Neill offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Jeffrey Neill takes the time to understand what's truly important to each individual. With a focus on risk tolerance and investment strategies, clients can feel more confident and in control of their financial life. Schedule a complimentary initial consultation to learn more about how Ameriprise Financial Services, LLC can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information.
Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC
Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 600 Charlevoix Avenue in Petoskey, Michigan, United States. The institution offers a range of financial services and is staffed by professionals with various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for specific demographics like seniors and military personnel. The professionals at Shaun Osborne - Private Wealth Advisor, Ameriprise Financial Services, LLC are dedicated to providing high-quality financial advice and services to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU®
Edward Jones - Financial Advisor: Benjamin Muladore, CFP®|ChFC®|CLU® is a reputable financial institution located at 702 Bridge Street in Charlevoix, Michigan, United States. With a focus on providing personalized financial planning and investment services, Benjamin Muladore, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Benjamin Muladore is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
R Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
Michael Klassa - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Klassa is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, Michigan. As a finance institution, Michael Klassa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Michael Klassa provides comprehensive financial services to clients in the Grand Rapids area.
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