TOP 30 Best Tax benefits of planned giving in Michigan

Rutkowski Law Firm Asset Protection & Estate Planning is a leading institution located at 312 East Street in Rochester, Michigan, United States. Specializing in estate planning, asset protection, Medicaid planning, and elder law, our firm offers private and convenient virtual meetings as well as in-person consultations to serve families in achieving their goals and addressing their concerns. With a focus on providing peace of mind through thoughtful planning, our team works closely with clients to ensure their plans and objectives are met. Our mission is to help families avoid worry or suffering by assisting with financial properties, tax planning, medical and financial decisions, inheritance security, and more. We take a personal approach to estate planning, working collaboratively with financial advisors, accountants, and insurance agents to meet the needs and desires of our clients.

The Center for Financial Planning, Inc. is a leading institution located at 24800 Denso Drive in Southfield, Michigan, United States. Specializing in finance, our team of experts provides comprehensive financial planning services to help individuals, families, and businesses achieve their financial goals. With a focus on personalized strategies and expert guidance, we are committed to helping our clients navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you plan for tomorrow.

Senior Planning Advisors is a finance institution located at 38695 West Seven Mile Road in Livonia, Michigan, United States. Our mission is to help individuals plan for the next chapter of their lives by making sound decisions for a retirement they love. We offer retirement education courses that provide the tools needed to have the best retirement possible. Our courses have received rave reviews from attendees who have found them extremely valuable in preparing for retirement. We cover topics such as tax management, wealth preservation, estate planning, charitable giving, and Social Security benefits. Our team of professionals spends over 50 hours designing a custom plan for each client to ensure their financial goals are met.

Pointe TAX Services LLC is a trusted accounting and finance institution located in Eastpointe, Michigan, United States. With a commitment to providing expert tax services and financial guidance, Pointe TAX Services LLC is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial management. Their team of professionals offers personalized assistance and strategic solutions to ensure clients achieve their financial goals. Visit Pointe TAX Services LLC at 22800 Kelly Road for all your accounting and finance needs.

Tax Planning is a leading institution specializing in accounting and finance services located at 3200 Greenfield Road in Dearborn, Michigan, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of taxes and financial planning. Whether you need assistance with tax preparation, strategic tax planning, or financial consulting, our experts are here to provide personalized solutions tailored to your specific needs. Trust Tax Planning to help you maximize your financial success and minimize your tax liabilities.

Lighthouse Tax & Investment Planning is a leading finance institution located at 2305 West Jefferson Avenue in Trenton, Michigan, United States. Our team of experienced professionals are dedicated to providing expert tax and investment planning services to help our clients achieve their financial goals. Whether you are looking to minimize your tax liabilities or grow your investment portfolio, we are here to guide you every step of the way. Trust Lighthouse Tax & Investment Planning to be your beacon of financial success.

The Tax Management Association is a renowned institution located at 8571 West Grand River Avenue in Brighton, Michigan. Specializing in accounting and finance, this institution provides top-notch education and training for professionals in the field of tax management. With a focus on staying up-to-date with the latest industry trends and regulations, the Tax Management Association is committed to helping individuals excel in their careers and achieve success in the ever-evolving world of finance.

Planned Giving is a charitable institution located at 33 East College Street in Hillsdale, Michigan, United States. Our mission is to help individuals and families create a lasting impact through thoughtful estate planning and charitable giving. By working with our experienced team of professionals, donors can ensure that their philanthropic goals are met while also maximizing tax benefits and providing for future generations. Whether you are interested in establishing a scholarship fund, supporting a specific cause, or leaving a legacy gift, Planned Giving is here to help you make a difference in your community and beyond. Contact us today to learn more about how you can leave a lasting impact through planned giving.

Michael Brewis - State Farm Insurance Agent is a well-established insurance agency located at 2185 South Milford Road in Milford Charter Township, Michigan. With over 70 years of experience, our agency has been proudly serving the Milford and Highland area, providing our customers with options that benefit them and their families. Our passionate team is dedicated to protecting our customers against the risks of everyday life and helping them achieve their dreams. We specialize in auto, home, renters, life, and business insurance, catering to the needs of individuals and families throughout Milford, Highland, New Hudson, and Commerce. Whether you need a free car insurance or home insurance quote, our team is here to assist you.

Modern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.

Warner Norcross Judd LLP is a leading law firm located at 700 Terrace Point Road in Muskegon, Michigan. Our team of experienced attorneys offers practical and proactive legal solutions to a diverse range of clients, including automotive and aerospace suppliers, manufacturers, educational institutions, municipalities, health care providers, family offices, large retailers, real estate developers, and individuals with estate planning needs. Since opening in 1984, our Muskegon office has been home to legal professionals who are leaders in the community. Our attorneys specialize in various areas of law such as business law, labor and employment law, tax law, employee benefits, environmental law, intellectual property, trusts and estates, litigation, international law, and real estate law. We are dedicated to understanding and meeting the unique needs of the Muskegon community.

Mannor Law Group, located at 805 Oakwood Drive in Rochester, Michigan, is a dedicated law firm specializing in elder law and estate planning. Unlike other law firms that solely focus on the legal and financial aspects of aging, Mannor Law Group takes a holistic approach to planning for the future. They provide guidance on financial and legal protections, as well as lifelong support through all stages of aging and death. The team at Mannor Law Group is highly knowledgeable and professional, offering a range of services including estate planning, special needs planning, veterans’ benefits, Medicaid planning, and after-death administration. Their founding attorney, Bob Mannor, is a Certified Elder Law Attorney and has a stellar track record of helping Michigan seniors access government benefits for long-term care.

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.

Robert Schauer is the Branch Manager at Ameriprise Financial Services, LLC located at 1080 10th Street North in Kalamazoo, Michigan, United States. Robert 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 Robert's expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Robert is trained to provide specialized financial advice for military personnel and veterans. With a strong commitment to ethical practices and ongoing education, Robert Schauer is dedicated to providing comprehensive financial services to meet the diverse needs of his clients.

Great Lakes Private Wealth is a premier finance institution located in Farmington Hills, Michigan. Our team of experienced financial advisors provides personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we strive to help our clients navigate the complexities of the financial world with confidence and peace of mind. Visit us at 27555 Executive Drive to learn more about how we can help you secure your financial future.

Sweitzer Haron & Co PLLC is a reputable accounting and finance institution located at 30200 Telegraph Road in Bingham Farms, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial matters.

DW Payroll, Inc. is a professional payroll and bookkeeping institution located at 23420 Greater Mack Avenue in St. Clair Shores, Michigan. Established in 1977, we have been providing top-notch services to business owners in Fort Myers and its surrounding areas. Our mission is to take care of your bookkeeping needs so you can focus on growing your business. At DW Payroll, Inc., we offer a range of custom payroll services, including online portals for employees and employers, direct deposit, tax filings, benefit deductions, and more. You can access reports anytime you need them, giving you peace of mind and control over your finances.

Welcome to the Petco Vaccination Clinic, conveniently located at 7554 26 Mile Rd, Utica, MI 48316, United States. As a specialized provider of veterinary care, we are dedicated to ensuring the health and well-being of your beloved pets. At our Vetco Vaccination Clinic inside your neighborhood Petco, we offer a wide range of affordable and personalized preventive care services for both dogs and cats. Whether you need dog vaccines, puppy shots, or other essential services, our state-licensed veterinarians are here to help. We provide various vaccinations, including Rabies, Distemper/Parvo, Leptospirosis, Bordetella, Lyme, Canine Influenza, Rattlesnake, and Feline Leukemia.

Harris Group is a financial institution located at 731 South Garfield Avenue in Traverse City, Michigan, United States. Specializing in accounting and finance, we offer a range of online apps to make conducting business with us easy and convenient. Our dedicated team provides strategic advisory services to help keep your finances on a healthy path and take the stress out of running your business. With deep analysis and guidance, we help you make smart decisions and optimize your taxes to save time and money. Our payroll services make managing your employees effortless, giving you more time to focus on your business goals. We also offer expert guidance on managing business debt effectively and using technology to enhance your small business. At Harris Group, we prioritize the wellness of your business, body, and mind, and provide tips on surviving supply chain disruptions and creating a joyful holiday feast for all dietary preferences. Let us help you navigate the world of finance with personalized, human-centric approaches and innovative strategies.

Welcome to Avis Car Rental in St. Joseph, Michigan, conveniently located at 4026 Red Arrow Highway. Whether you're a local resident or a visitor exploring the beauty of Michigan, our car rental service offers a wide range of vehicles to meet your travel needs. From intermediate cars to full-size four-door models, we have the perfect ride for your journey. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. This offer is valid on a minimum three-day rental and cannot be combined with other promotions. Please note that taxes, fees, and optional items like LDW are extra. Make sure to book in advance and provide the coupon's profile number to avail of this offer. Terms and conditions apply, so check for blackout periods and ensure your rental starts before 12/31/24.

Integrated Payroll, located at 732 Hannah Avenue in Traverse City, Michigan, is a leading institution in the accounting and finance industry. As a full-service payroll processing company, Integrated Payroll offers relief to businesses of all sizes by handling payroll duties efficiently and accurately. With a focus on personalized solutions and quality service, Integrated Payroll is dedicated to meeting the unique needs of each client. In addition to payroll processing, Integrated Payroll also provides HR services to help businesses streamline their operations. By offering options such as direct deposit, paper checks, and prepaid debit cards, Integrated Payroll ensures that employees are paid promptly and accurately. The institution also handles tax payments, garnishment payments, paid-time-off management, workers’ compensation administration, and unemployment insurance, making it a comprehensive solution for businesses.

Modern Woodmen Fraternal Financial, located at 158 East Main Street in Marcellus, Michigan, is a finance and insurance agency that has been serving families and communities since 1883. As a member of Modern Woodmen, you can access a range of high-quality financial products and services to meet your current needs and future goals. Our dedicated representatives are here to help you make the right financial decisions and plan for all stages of life. Whether you are looking to protect your family, plan for retirement, or support causes important to you, Modern Woodmen can help you achieve your goals. Join us in making a positive impact on your community and be part of something bigger than yourself. Visit us today to meet a representative in your area and start planning for a secure financial future with Modern Woodmen Fraternal Financial.

Clear Financial Advisors is a leading finance institution located at 39111 Six Mile Road in Livonia, Michigan, United States. Our team of expert advisors is dedicated to providing clear and concise financial guidance to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experienced professionals are here to help. With a focus on transparency and personalized service, Clear Financial Advisors is committed to helping you navigate the complexities of the financial world with confidence and clarity. Contact us today to schedule a consultation and start building a brighter financial future.

Merrill Lynch Wealth Management, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a financial institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is also involved in charitable outreach and volunteerism to support the communities in which they operate.

Fiduciary Financial Advisors is a reputable finance institution located at 5464 Holiday Terrace in Kalamazoo, Michigan, United States. Our team of experienced advisors provides personalized and unbiased financial guidance to help clients achieve their financial goals. As fiduciaries, we always act in the best interest of our clients, ensuring transparency and trust in every interaction. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Fiduciary Financial Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation.

Merrill Lynch Financial Advisor Andrew Breaugh, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. Andrew Breaugh works to connect all aspects of a client's financial life and create flexible strategies tailored to their specific needs in today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from personalized wealth management strategies. Andrew Breaugh believes in actively participating in the community and volunteering with local organizations. By offering Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their goals and aspirations. The institution offers a range of services to help clients manage, grow, and preserve their wealth, with a focus on understanding each client's unique needs and priorities. With a commitment to ongoing communication and adjustments to the financial approach as needed, Andrew Breaugh aims to help clients achieve their financial goals and stay on track for the future.

Senior Wealth Management is a premier financial institution located at 39111 Six Mile Road in Livonia, Michigan, United States. Specializing in providing personalized financial planning and investment management services for seniors, our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on wealth preservation and growth, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust Senior Wealth Management to provide expert guidance and support as you navigate the complexities of retirement planning and investment management.

OneDigital is a leading finance institution located at 3254 University Drive in Auburn Hills, Michigan. Our team of expert financial advisors is dedicated to providing personalized and innovative solutions to help our clients achieve their financial goals. With years of experience in the industry, we offer a wide range of services including investment management, retirement planning, and wealth management. At OneDigital, we strive to build long-lasting relationships with our clients and provide them with the tools and resources they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan, is a finance institution offering a wide range of specialized certifications and designations to its advisors. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Advisors at Phil Harmon are trained to provide expert financial advice and planning tailored to the unique needs of their clients, including veterans and military personnel.

Located at 499 Romence Road in Portage, Michigan, KCFCU Investment Services is a finance and insurance agency dedicated to providing smart and objective answers for retirement planning. Headed by Jerry Pawlowicz, who holds an MBA with honors from DePaul University and maintains series 7 and series 66 registrations through LPL Financial, the institution serves the areas of Kalamazoo, Battle Creek, and Marshall. Jerry Pawlowicz and his team offer consultations to help individuals and businesses navigate financial decisions, whether it's planning for retirement, exploring insurance strategies, or charitable giving. With a focus on personalized service and a holistic approach to financial solutions, KCFCU Investment Services aims to provide value and help clients achieve their financial goals.