TOP 30 Best Estate planning solutions in Traverse City, Michigan

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.

Traverse Tax & Accounting is a reputable institution located in Traverse City, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Conveniently located at 1501 South Cass Street, our institution prides itself on delivering personalized and efficient financial solutions to meet the unique needs of our clients. Trust Traverse Tax & Accounting for all your accounting and finance needs in the Traverse City area.

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.

Hyatt Legal Solutions, P.C. is a law firm located at 5055 Porsche Drive in Traverse City, Michigan. Founded by John D. Hyatt, a graduate of Michigan State University and Western Michigan University’s Thomas M. Cooley Law School, the firm specializes in a variety of legal matters including probate, personal injuries/accidents, social security disability filings and appeals, as well as family and business issues. John is admitted to the State Bar of Michigan and the Federal Bar for the Western District of Michigan. The firm offers services on a flat-fee or contingency basis and provides free consultations. Contact Hyatt Legal Solutions today at (231)590-9172 or john@hyattlegalsolutions.com.

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.

Hudson Wealth Management is a finance, health, and insurance agency located at 3180 Racquet Club Drive in Traverse City, Michigan, United States. Our team specializes in creating clear retirement plans tailored to your specific needs, so you can focus on enjoying your retirement to the fullest. Whether you prefer in-person meetings, phone consultations, or home visits, we make it convenient for you to stay on track with your financial goals. Our experienced advisors will assess your risk tolerance, optimize your portfolio, and work with tax and legal professionals to ensure a smooth transition into retirement. With retired educators on staff, we offer valuable insights into life after your career. Attend our workshops and events in Northern Michigan for in-depth knowledge and practical tips for your retirement plan. Say goodbye to mixed feelings and hello to mixed drinks, as we guide you towards a worry-free retirement. Start your journey towards financial security today with a personalized review from Hudson Wealth Management.

Bradley L Putney PLC is a reputable law firm located at 810 Business Park Drive in Traverse City, Michigan. With a strong focus on providing high-quality legal services, the firm specializes in various areas of law including personal injury, family law, estate planning, and business law. Led by experienced attorney Bradley L Putney, the firm is dedicated to delivering personalized and effective legal solutions to clients in the Traverse City area. Whether you are in need of legal representation for a personal injury case or require assistance with estate planning, Bradley L Putney PLC is committed to helping you navigate the legal process with confidence and peace of mind.

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.

John Haddix - State Farm Insurance Agent is an insurance agency located at 2981 North Garfield Road, Traverse City, Michigan, United States. With over 31 years of experience in the insurance industry, John Haddix offers a wide range of insurance and financial services to help protect what you care about most. Whether you need auto insurance, homeowners' insurance, life insurance, renters' insurance, or more, John Haddix is here to assist you. The agency is dedicated to providing exceptional customer service and helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. The team at John Haddix - State Farm Agent is passionate about making a difference in the lives of others and bettering the community.

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.

Dingeman & Dancer, PLC is a reputable law firm located at 100 Park Street in Traverse City, Michigan. Specializing in personal injury, wrongful death, and transactional law services, our team of experienced attorneys is dedicated to providing high-quality representation to clients throughout Michigan. Whether you are in need of assistance with a business transaction, estate planning, civil litigation, or have been injured due to the negligence of another, our Traverse City lawyers are here to help. Established in 1990 by Attorney Daniel J. Dingeman and joined by Attorney Mark R. Dancer in 1993, our firm has a proven track record of success. With total verdicts and settlements exceeding $65 million, we have helped clients with real estate and business transactions totaling over $500 million. Our team of six attorneys and legal professionals is committed to finding innovative solutions for our clients and ensuring their satisfaction.

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.

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.

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.

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.

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.

Northland Property Management is a versatile institution located at 241 East State Street in Traverse City, Michigan. Specializing in finance, real estate agency, storage, and travel services, Northland Property Management offers a wide range of solutions for individuals and businesses alike. With a dedicated team of professionals, they provide top-notch services to meet the diverse needs of their clients. Whether you are looking to buy or sell property, store your belongings, book a trip, or manage your finances, Northland Property Management is the go-to destination for all your 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.

Garan Lucow Miller PC: Bruce Heather is a law firm located at 10691 East Carter Road in Traverse City, Michigan. Specializing in legal services, particularly in the field of law, the institution is dedicated to providing expert guidance and representation to clients in need. With a focus on professionalism and excellence, Bruce Heather and his team are committed to delivering top-notch legal solutions tailored to each client's unique needs. Whether you are seeking assistance with a personal injury case, real estate transaction, or any other legal matter, you can trust Garan Lucow Miller PC to provide the expertise and support you need.

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.

Teichner Law is a reputable law firm located at 213 West Tenth Street in Traverse City, Michigan. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the United States. Specializing in various areas of law including family law, real estate law, and estate planning, Teichner Law is committed to delivering personalized and effective solutions to meet the unique needs of each client. With a focus on professionalism, integrity, and excellence, our firm strives to achieve the best possible outcomes for our clients. Contact Teichner Law today for expert legal representation you can trust.

Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) is a renowned law firm located at 310 West Front Street in Traverse City, Michigan, United States. With a history dating back to 1965, CMDA has been providing innovative legal advice and practical solutions to clients for over five decades. Their team of experienced attorneys is dedicated to helping individuals and businesses navigate complex legal issues with expertise and professionalism. The firm's website, designed and developed by AccuTech International, offers valuable resources and information for those seeking legal assistance. CMDA is committed to delivering top-notch legal services tailored to meet the unique needs of each client.