Coordinating Estate Planning

Do you want to leave a legacy for your family?  Do you have charitable aspirations?  Are you concerned with how much you might owe in taxes?  We will uncover your current concerns and work towards your goals.  Based on you unique situation we will act as your main point of contact in addition to gathering expertise from other professionals such as an Estate Attorney, CPA, Insurance Specialist or Philanthropic Consultant.  


For any questions, please call us at (248) 687-1153

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