Estate tax planning in St. Joseph, Michigan

The Southwestern Michigan Estate Planning Council is a professional organization based in St. Joseph, Michigan, United States. This council is comprised of lawyers who specialize in estate planning and work together to provide expert advice and guidance to individuals and families looking to protect their assets and plan for the future. Located at 511 Renaissance Drive, this institution is dedicated to helping clients navigate the complex legalities of estate planning to ensure their wishes are carried out effectively. Contact the Southwestern Michigan Estate Planning Council for trusted legal counsel and support in securing your legacy.

Joseph N Trocchio & Co is a reputable finance institution located at 27735 Jefferson Avenue in St. Clair Shores, Michigan. They specialize in providing a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Joseph N Trocchio & Co is dedicated to providing top-notch service and expertise. Visit their office today to see how they can help you secure your financial future.

Northwestern Mutual is a trusted finance and insurance agency located at 811 Ship Street in St. Joseph, Michigan, United States. With a strong reputation for providing reliable financial services and insurance products, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual offers personalized solutions to meet your needs. Visit us today to learn more about how we can help you build a secure financial future.

Welcome to Jonah McDonough - State Farm Insurance Agent located at 2606 Lakeshore Drive in St. Joseph, Michigan. Our insurance agency serves the greater Southwest Michigan area, including St Joseph, Benton Harbor, Stevensville, and more. We offer a wide range of State Farm products, including Home Insurance, Renters Insurance, Condo Insurance, Car Insurance, Truck Insurance, and Van Insurance. Our goal is to ensure the future security of you and your family. As a local business, we understand the importance of protecting your livelihood and planning for your family's future. Whether you need assistance with estate planning, auto maintenance tips, or life insurance options, our experienced team is here to help. Our agency is committed to providing personalized assistance in a caring and simple manner.

Tom Mikel - State Farm Insurance Agent is a reputable insurance agency located at 3430 Hollywood Road in St. Joseph, Michigan, United States. With over 40 years of experience in the insurance industry, Tom Mikel offers a wide range of insurance products to help clients manage the risks of everyday life. As an accomplished agent, Tom has received numerous accolades and awards for his dedication to providing quality service to his customers. Whether you need auto, home, life, or health insurance, Tom Mikel and his team are committed to helping you find the right coverage to meet your needs. From reviewing and updating estate plans to offering savings calculators to help you save more each month, Tom Mikel goes above and beyond to ensure that his clients are well taken care of.

Hartwell & Company is a reputable finance and insurance agency located at 800 Port Street in St. Joseph, Michigan, United States. With a commitment to providing top-notch financial services and insurance products, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or retirement planning, Hartwell & Company is here to provide personalized solutions tailored to your unique needs. Visit us today and let us help you secure a brighter financial future.

Brittison Financial Group, Inc. is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Led by Philip Ellis, a fiduciary investment advisor, the institution focuses on providing cutting-edge financial strategies to inspire confidence as individuals navigate their retirement path. Services offered include income planning, tax planning, investment planning, legacy planning, and health care planning. The goal is to help clients achieve financial success in retirement by understanding their personal circumstances, goals, and risk tolerance. Joining Philip Ellis is Griffin Beaudette, a junior partner with a background in sales, customer relations, and account management. Griffin assists in teaching classes on various financial topics and meeting with clients to help them create custom financial plans that align with their long-term goals. Rhonda, the office manager, ensures smooth operations and compliance with regulations, drawing on her background in title work and management.

Plan" and "Pet Protection Plan," to address specific concerns and ensure your loved ones are cared for according to your wishes. Our team is dedicated to providing compassionate and knowledgeable legal guidance to protect your legacy and ensure your peace of mind. Contact us today to begin securing your future with Legacy Counsel PLC."

Jancha & Struwin Law Offices is a reputable law firm located at 815 Myrtle Avenue in St. Joseph, Michigan, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal representation and guidance to clients in need. From personal injury cases to family law matters, Jancha & Struwin Law Offices is dedicated to achieving the best possible outcomes for their clients. With a commitment to excellence and a track record of success, this institution is a trusted resource for legal assistance in the St. Joseph community and beyond.

Westerbeke Law Firm, PLLC is a respected legal institution located at 728 Pleasant Street in St. Joseph, Michigan, United States. Specializing in various areas of law, the firm is dedicated to providing high-quality legal services to its clients. With a team of experienced and knowledgeable lawyers, Westerbeke Law Firm, PLLC is committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Whether you are seeking assistance with family law, estate planning, criminal defense, or any other legal matter, you can trust Westerbeke Law Firm, PLLC to provide expert guidance and representation. Contact them today to schedule a consultation and learn how they can help you navigate the complexities of the legal system.

W. Brendan Neal is a reputable law firm located at 511 Renaissance Drive in St. Joseph, Michigan, United States. Specializing in various areas of law, the institution is known for its commitment to providing top-notch legal services to its clients. The experienced team of lawyers at W. Brendan Neal is dedicated to delivering personalized and effective legal solutions to individuals and businesses alike. With a strong reputation for professionalism and integrity, W. Brendan Neal is a trusted institution in the legal community.

The Law Office of Jennifer E. Fields is a reputable legal institution located at 800 Ship Street in St. Joseph, Michigan, United States. Specializing in various areas of law, Attorney Jennifer E. Fields provides top-notch legal services to her clients. With years of experience and a proven track record of success, clients can trust in the expertise and dedication of the team at this law office. Whether you are in need of legal advice, representation, or advocacy, The Law Office of Jennifer E. Fields is here to assist you every step of the way. Contact them today to schedule a consultation and discuss your legal needs.

Burdick & Engeln is a reputable law firm located at 312 Main Street in St. Joseph, Michigan. Specializing in various areas of law, their team of experienced lawyers provide expert legal services to clients in the United States. With a commitment to excellence and a track record of success, Burdick & Engeln is dedicated to serving their clients with professionalism and integrity. Whether you are in need of legal advice, representation, or guidance, you can trust the experienced team at Burdick & Engeln to provide you with top-notch legal services.

Sanford R Scott Attorney at Law is a reputable law firm located at 1935 Lasein Drive in St. Joseph, Michigan. Specializing in various legal matters, the firm is dedicated to providing top-notch legal services to clients in the United States. With a strong focus on professionalism and expertise, Sanford R Scott Attorney at Law is committed to delivering favorable outcomes for their clients. Contact them today for all your legal needs.

Gennel Laluna-Schaeffer is a reputable law firm located at 511 Renaissance Drive in St. Joseph, Michigan, United States. Specializing in a wide range of legal services, the institution is known for its dedication to providing high-quality legal representation to clients in need. With a team of experienced and skilled lawyers, Gennel Laluna-Schaeffer is committed to delivering excellent results and achieving justice for its clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the professionals at Gennel Laluna-Schaeffer are here to help. Trust in their expertise and professionalism for all your legal needs.

Kreis, Enderle, Hudgins & Borsos, P.C. is a reputable law firm located at 800 Port Street in St. Joseph, Michigan, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal services to individuals and businesses alike. With a commitment to excellence and a dedication to their clients, Kreis, Enderle, Hudgins & Borsos, P.C. is a trusted institution for all legal matters.

Jennings Law Office PC is a reputable legal institution located at 610 Ship Street in St. Joseph, Michigan, United States. Specializing in a wide range of legal services, the experienced team at Jennings Law Office PC is dedicated to providing top-notch representation and personalized solutions for their clients. With a focus on professionalism, integrity, and excellent client service, Jennings Law Office PC is committed to achieving the best possible outcomes for each case they handle. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Jennings Law Office PC is here to help. Contact them today to schedule a consultation.

Davidson Law Firm, located at 211 Portage Avenue in Three Rivers, Michigan, is a reputable general practice law firm with a long-standing history in St. Joseph County. With roots dating back to 1900, Davidson Law Office, P.C. is dedicated to providing professional legal services to clients in the community. Specializing in various areas of law, the firm is committed to delivering exceptional representation and personalized attention to each client. Trust Davidson Law Firm for all your legal needs.

Meridian Title Corporation is a trusted insurance agency located at 800 Ship Street in St. Joseph, Michigan, United States. With a strong reputation for providing reliable and efficient title insurance services, Meridian Title Corporation is dedicated to protecting the interests of their clients in real estate transactions. Their experienced team of professionals ensures a smooth and secure closing process, giving clients peace of mind knowing their investments are safeguarded. Whether buying, selling, or refinancing a property, Meridian Title Corporation is the go-to institution for all your title insurance needs.

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.

Lumpkins Private Wealth Management is a prestigious finance institution located at 500 Renaissance Drive in St. Joseph, Michigan, United States. With a focus on personalized financial planning and wealth management services, Lumpkins Private Wealth Management offers tailored solutions to help clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help clients navigate the complexities of the financial world and secure their financial future. Trust Lumpkins Private Wealth Management to provide top-notch financial services and personalized attention to meet your unique needs.

Family Focused Financial is an independent financial planning firm located at 2620 South Cleveland Avenue in St. Joseph, Michigan. Our team of fiduciary financial advisors serves clients in southwest Michigan and northwest Indiana, always acting in their best interest. We specialize in helping clients achieve a Successful Retirement by focusing on seven key areas. To learn more, download our complimentary booklet today!

Kinney Wealth Advisory Group is a finance institution located at 4035 Hollywood Road in St. Joseph, Michigan, United States. As a member of Stifel, Nicolaus & Company, Incorporated, they offer a range of investment services to help clients achieve their financial goals. With a focus on personalized wealth management, Kinney Wealth Advisory Group helps clients navigate the complexities of investing while managing risks. Investors can trust in the expertise and professionalism of this institution to provide sound financial advice and guidance. It is important to note that investing always carries risks, including the potential loss of invested funds. Clients are encouraged to check the background of their investment professional to ensure they are working with a reputable and qualified advisor.

LPL Financial is a finance institution located at 500 Renaissance Drive in St. Joseph, Michigan, United States. As a leading financial services firm, LPL Financial provides investment and wealth management services to individuals and businesses. With a team of experienced financial advisors, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, LPL Financial is dedicated to providing comprehensive financial solutions tailored to your unique needs.

Edward Jones - Financial Advisor: Tory J McMullen is a reputable finance institution located at 720 North Saint Joseph Street in Suttons Bay, Michigan, United States. As a trusted financial advisor, Tory J McMullen provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Tory J McMullen is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Becky Young is a trusted financial institution located at 3012 Niles Road in St. Joseph, Michigan, United States. As a dedicated financial advisor, Becky Young provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Becky Young is committed to helping clients make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Edward Jones - Financial Advisor: Becky Young is here to help you every step of the way.

Jenna Mitchell Everett is a Financial Advisor at Ameriprise Financial Services, LLC located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Jenna Mitchell Everett holds several 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®. Jenna Mitchell Everett specializes in providing comprehensive financial planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Jenna Mitchell Everett is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Jenna Mitchell Everett at Ameriprise Financial Services, LLC for expert financial advice and personalized service.

Edward Jones - Financial Advisor: Karla K McLean is a trusted financial institution located at 2525 Niles Avenue in St. Joseph, Michigan. As a dedicated financial advisor, Karla K McLean provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Contact Karla K McLean today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Bryan Tutton is a trusted finance institution located at 500 Renaissance Drive in St. Joseph, Michigan, United States. As a financial advisor, Bryan Tutton provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to building long-lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Bryan Tutton is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Brian Lee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 505 Pleasant Street, St. Joseph, Michigan, United States. Brian Lee holds various certifications such as 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 cover a wide range of financial planning and asset management topics, ensuring that clients receive expert advice and guidance. Brian Lee is dedicated to providing comprehensive and personalized financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, Brian Lee is well-equipped to help clients achieve their financial goals.