In addition to creating a retirement plan that can serve your retirement years, we believe it’s critical you have an estate plan in place for the day you’re no longer here.
Regardless of your wishes for your personal wealth, business properties, or other assets, having a plan in place can help ensure a smooth transition of those assets while eliminating unintended consequences those transfers could have for your loved ones. We take great pride in working with our clients so their estates and legacies are in place.
LifePlan Financial Design partners with EncorEstate to help you craft your legacy plan that will outline the beneficiaries and the steps necessary to leave your assets in a more safe and detailed way.
Your Estate Plan will cover the following:
- Beneficiaries
- Method of Distribution
- Successor Trustee / Executor / Financial Power of Attorney
- Health Care Power of Attorney
- Guardian (if necessary)
Click the links below to download more about our Estate Planning services and why it’s important for you!
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
Financial Services
Estate Planning in Okemos, Howell, & Grand Rapids, MI.
Let us help you craft an estate plan that protects your assets for your loved ones. Fill out the form below to request an estate planning session.