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Fundamental Estate Planning

Intro

Estate planning is an essential step in structuring and protecting your property, both during your life and after your death. Everyone who owns assets can benefit from the estate-planning process. It includes planning for the unexpected, such as an illness or disability, as well as preparing for the certainty of death and taxes. Whether dealing with bank accounts, insurance policies, retirement plans, other investments, real estate or any other types of property, you can always minimize risks, pursue opportunities and simplify transitions. Proper planning will protect you, your loved ones and your legacy.

Professionals

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Photo of Daniel Borst
Daniel Borst
+1.616.752.2735
Photo of Daniel Brick
Daniel Brick
+1.616.752.2531
Photo of Sean Cook
Sean Cook
+1.248.784.5058
Photo of Gregory Demers
Gregory Demers
+1.989.698.3708
Photo of Carl Dufendach
Carl Dufendach
+1.616.752.2136
Photo of Mark Harder
Mark Harder
+1.616.396.3225
Photo of Frank Henke
Frank Henke
+1.248.784.5008
Photo of Catherine Jacobs
Catherine Jacobs
+1.616.752.2391
Photo of Laura Jeltema
Laura Jeltema
+1.616.752.2161
Photo of Karen Kayes
Karen Kayes
+1.231.727.2619
Photo of Jay Kennedy
Jay Kennedy
+1.248.784.5180
Photo of David Klippert
David Klippert
+1.989.698.3709
Photo of Amy Marciniak
Amy Marciniak
+1.989.698.3733
Photo of John Martin
John Martin
+1.231.727.2631
Photo of Susan Meyers
Susan Meyers
+1.616.752.2184
Photo of Beth O'Laughlin
Beth O'Laughlin
+1.989.698.3703
Photo of Joseph Owens
Joseph Owens
+1.248.784.5023
Photo of Jennifer Remondino
Jennifer Remondino
+1.616.396.3243
Photo of David Skidmore
David Skidmore
+1.616.752.2491
Photo of Jerome Smith
Jerome Smith
+1.616.752.2105
Photo of Pamela Squire
Pamela Squire
+1.616.752.2249
Photo of James Steffel
James Steffel
+1.231.727.2621
Photo of Cindy Thielman
Cindy Thielman
+1.231.727.2624
Photo of David Thoms
David Thoms
+1.248.784.5093

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