TOP 10 Estate planning in Traverse City, Michigan

124 results found

Traverse North Rentals is a versatile institution located in the heart of Traverse City, Michigan. As a lodging, real estate, and travel agency all rolled into one, we offer a wide range of services to cater to our clients' needs. Whether you are looking for a cozy vacation rental, a new property to call home, or assistance in planning your next adventure, we are here to help. Our convenient location at 1011 East Eighth Street makes us easily accessible to visitors and locals alike. Come visit us at Traverse North Rentals and let us assist you in making your stay in Traverse City a memorable one.

Swogger Estate Law is a respected law firm located at 511 Depot View Drive in Traverse City, Michigan. Specializing in estate planning, probate, and trust administration, our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on personalized service and attention to detail, Swogger Estate Law is committed to providing expert legal guidance to individuals and families in the Traverse City area. Contact us today to schedule a consultation and start planning for your future.

Arbutus Triangle Presented by Ken Weaver- Traverse North Realty is a premier real estate and travel agency located in Traverse City, Michigan. Situated at 633 Peninsula Trail, this institution offers top-notch services for those looking to buy or sell property in the area, as well as assistance in planning unforgettable travel experiences. With a team of experienced professionals led by Ken Weaver, clients can expect personalized attention and expert guidance throughout their real estate transactions or vacation planning. Whether you're in the market for a new home or seeking the perfect getaway, Arbutus Triangle is dedicated to helping you achieve your goals with ease and efficiency.

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.

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.

Optimal Capital is a leading finance institution located at 12935 South West Bay Shore Drive in Traverse City, Michigan. Specializing in providing tailored financial solutions to individuals and businesses, Optimal Capital is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Optimal Capital to provide expert financial advice and personalized strategies to help you secure a prosperous future.

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.

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.

Beth Wills, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. 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 right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare Parts A and B, with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, and some even offer premiums as low as $0 per month. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. Contact us today to start planning for your future.

Heather Karmon, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. As a Bankers Life Agent, Heather Karmon is dedicated to helping clients protect their financial future through a variety of insurance products and services. With a focus on personalized service and attention to detail, Heather Karmon strives to provide peace of mind and security for individuals and families in the Traverse City area. Whether you are looking for life insurance, health insurance, or retirement planning services, Heather Karmon, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Jeremy Pearson, Bankers Life Agent and Bankers Life Securities Financial Representative in Traverse City, Michigan, offers a wide range of insurance options from Bankers Life and other reputable companies. With a focus on Medicare Advantage, our team is dedicated to helping you navigate the complexities of healthcare and long-term care planning. Contact us today to start preparing for your future.

Ronald Hessem, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. As a Bankers Life Agent, Ronald Hessem provides personalized insurance services to individuals and families in the area. With a focus on financial security and peace of mind, Ronald Hessem helps clients choose the right insurance products to fit their needs and goals. Whether it's life insurance, health insurance, or retirement planning, clients can trust Ronald Hessem to provide expert advice and exceptional customer service. Contact Ronald Hessem, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.

James Hague, Bankers Life Agent is a reputable insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Specializing in providing top-notch insurance services, James Hague is dedicated to helping clients find the best coverage options tailored to their individual needs. With a commitment to exceptional customer service and a wealth of knowledge in the insurance industry, James Hague, Bankers Life Agent is the go-to institution for all your insurance needs. Contact them today to secure your financial future.

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.

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.

Sterling Law is a reputable law firm located at 13919 South West Bay Shore Drive in Traverse City, Michigan. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. From family law to estate planning, our knowledgeable attorneys are here to guide you through the legal process with professionalism and expertise. Contact Sterling Law today for all your legal needs.

The Law Office of Richard Kessler, PC, located in Grand Rapids, Michigan, is a trusted institution with over 29 years of experience in successfully representing immigration clients. Serving Western Michigan, including Holland and Traverse City, Mr. Kessler and his team have helped over 5,000 clients from 60 countries achieve permanent residency and citizenship. With a strong track record of success, the firm is dedicated to helping immigrants navigate the complex legal process and achieve their immigration goals.

Ridge45 Apartments is a premier real estate agency located at 1555 Ridge Boulevard in Traverse City, Michigan. Our luxurious apartments offer modern amenities, breathtaking views of the surrounding landscape, and convenient access to nearby attractions. Whether you're looking for a cozy studio or a spacious three-bedroom unit, Ridge45 Apartments has a variety of floor plans to suit your needs. Our friendly and professional staff are dedicated to providing top-notch customer service and ensuring that residents have a comfortable and enjoyable living experience. Come see why Ridge45 Apartments is the perfect place to call home in Traverse City.

Golden Swan Management is a premier real estate and travel agency located at 148 East Front Street in Traverse City, Michigan. Specializing in property management, vacation rentals, and travel planning, our experienced team is dedicated to providing exceptional service and personalized solutions for all your real estate and travel needs. Whether you're looking to buy, sell, rent, or plan your next getaway, Golden Swan Management is here to help you every step of the way. Visit us today and let us turn your dreams into reality.

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.

Adventure North Vacation Rentals is a premier real estate and travel agency located in Traverse City, Michigan. Our team is dedicated to providing top-notch vacation rental properties for those seeking adventure and relaxation in the beautiful northern region of Michigan. Whether you're looking for a cozy cabin in the woods or a luxurious waterfront retreat, we have a wide selection of properties to choose from. Let us help you plan your next unforgettable vacation in the scenic and serene surroundings of Traverse City. Contact us today at 2025 East Long Lake Road to start planning your adventure in northern Michigan.

Northland Vacation Rentals is a premier real estate and travel agency located in the heart of Traverse City, Michigan. Our dedicated team specializes in providing top-quality vacation rental properties for those looking to explore the beauty of Northern Michigan. Whether you're searching for a cozy cabin in the woods or a luxurious beachfront retreat, Northland Vacation Rentals has the perfect accommodation for your next getaway. With a wide range of properties to choose from and exceptional customer service, we strive to make your vacation experience unforgettable. Book with us today and start planning your dream vacation in Traverse City!

Bayshore Vacation Rentals is a premier real estate and travel agency located at 500 South Union Street in Traverse City, Michigan, United States. We specialize in providing top-notch vacation rental properties for visitors looking to experience the beauty and charm of Traverse City and its surrounding areas. Whether you're looking for a cozy cottage by the lake or a luxurious beachfront villa, our team of experienced agents is dedicated to helping you find the perfect accommodation for your vacation needs. With our personalized service and attention to detail, Bayshore Vacation Rentals strives to make your vacation experience unforgettable. Contact us today to start planning your dream getaway in Traverse City!

Slice-Of-Heaven - Adventure North Vacation Rentals is a premier real estate and travel agency located at 5130 Van Petten Drive in Traverse City, Michigan. Our agency specializes in providing travelers with the perfect vacation rental properties in the beautiful northern region of Michigan. Whether you're looking for a cozy cabin in the woods or a luxurious lakeside retreat, we have a wide selection of properties to choose from. Our team of experienced agents is dedicated to helping you find the perfect slice of heaven for your next adventure. Contact us today to start planning your dream vacation in northern Michigan!

Spider Lake Haven is a premier real estate and travel agency located at 361 Peninsula Trail in Traverse City, Michigan, United States. We specialize in providing luxurious vacation rentals and properties for sale in the stunning Spider Lake area. Our dedicated team of professionals is committed to helping clients find their dream home or plan the perfect getaway in this picturesque lakeside community. With a focus on exceptional customer service and attention to detail, Spider Lake Haven is your go-to destination for all your real estate and travel needs. Contact us today to start your next adventure at Spider Lake Haven.

Nestled in the picturesque city of Traverse City, Michigan, Lakemore Retreat is a unique institution that offers a combination of lodging, real estate, and travel services. Situated at 2028 Evergreen Avenue, Lakemore Retreat is the perfect destination for those looking to experience the beauty and tranquility of Northern Michigan. As a lodging facility, Lakemore Retreat provides guests with comfortable and well-appointed accommodations, perfect for a relaxing getaway or a longer stay. The retreat offers a range of lodging options, from cozy cabins to spacious vacation homes, all designed to make guests feel right at home.

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.