Estate planning services michigan in Charlevoix, Michigan

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.

Lynda's Real Estate Service is a premier real estate agency located at 27 South Lake Street in Boyne City, Michigan. Specializing in the beautiful vacation hot spot of Boyne Country, Lynda's Real Estate Service helps buyers find their dream homes, whether it be a waterfront property on Lake Charlevoix or a cozy ski abode. With a wealth of knowledge and technological advancements, Lynda's Real Estate Service also assists sellers in maximizing their home's selling potential by listing on over 50 individual websites. Boyne Country is a four-season destination beloved by visitors from surrounding states like Ohio, Indiana, Illinois, and Wisconsin. Make Boyne your home away from home with the help of Lynda's Real Estate Service. Contact them at 231-582-9555 for all your real estate needs.

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.

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.

Charlevoix Abstract & Title is a trusted insurance agency located at 203 Mason Street in Charlevoix, Michigan, United States. Specializing in providing abstract and title services, our team of professionals is dedicated to ensuring a smooth and seamless experience for our clients. With a commitment to accuracy and efficiency, we strive to meet all of your insurance needs with personalized attention and exceptional service. Contact us today to learn more about how we can assist you with your insurance requirements.

Escape to Charlevoix / Just One More JLT, LLC is a premier real estate and travel agency located in the charming town of Charlevoix, Michigan. Our team of experienced professionals is dedicated to helping clients find their dream vacation home or investment property in this picturesque lakeside community. Whether you're looking to escape the hustle and bustle of city life or just need one more adventure, we are here to make your dreams a reality. Visit us at 210 West Carpenter Street and let us help you escape to the beauty of Charlevoix.

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.

OsborneKlein - Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a finance institution offering personalized financial planning services. Their team of Ameriprise financial advisors are registered to conduct business in select U.S. states and provide consultations to discuss individual financial goals. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their objectives. Clients can expect to receive tailored advice and recommendations to help them make informed decisions about their finances. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial guidance. Additionally, the institution prioritizes privacy and security, adhering to strict rules and regulations to protect their clients' information. If you refer a friend or family member to OsborneKlein, they can expect to hear from the team soon to start working towards their financial goals.

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.

Austin Willson - Financial Advisor, Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, United States, offers personalized financial advice to help you prepare for your future goals. With a focus on understanding your unique needs, whether it's saving for college, planning for retirement, or making smart investments, Austin Willson can provide the guidance you need to feel confident and in control of your financial life. Background and qualification information for Austin Willson is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure to ensure transparency in their services.

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.

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.

Raymond James Financial Services is a finance institution located at 203 Mason Street in Charlevoix, Michigan, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.

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.

Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2851 Charlevoix Drive Southeast, Grand Rapids, Michigan, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. Our initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Our website contains important disclosures, rules, and regulations that users agree to be bound by. We are a member of FINRA and SIPC, ensuring the security and privacy of your financial information. We appreciate referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and discuss what's most important to you.

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.

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.

Mielke Agency is a trusted insurance agency located at 1108 Bridge Street in Charlevoix, Michigan. With a commitment to providing personalized service and comprehensive coverage options, Mielke Agency helps clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, their experienced agents are dedicated to finding the right policy for your unique needs. Contact Mielke Agency today to discuss your insurance needs and secure peace of mind for the future.

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 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.

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 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 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 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.

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.

Bondy Law, PLLC is a reputable law firm located at 1108 Bridge Street in Charlevoix, Michigan. Specializing in various legal matters, the skilled lawyers at Bondy Law provide expert advice and representation to clients in need of legal assistance. With a commitment to professionalism and client satisfaction, Bondy Law, PLLC is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Tom Darnton Law is a reputable law firm located at 203 Mason Street in Charlevoix, Michigan. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, criminal defense, family law matter, or any other legal issue, Tom Darnton Law is here to help. With a commitment to excellence and a passion for justice, this institution is a trusted source for legal assistance in the Charlevoix area.

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 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 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.