Celebrating 20 years of serving the people of Grand Rapids

Estate Planning

Today’s financial planning extends far beyond your lifetime – it shapes the mark you make on the world and the legacy you leave to your family. Effective estate planning may minimize taxes while helping to ensure your hard-earned assets are protected and transferred as you intend.

Working closely with your family and your other professional advisors, we can help you organize an estate plan that preserves not simply assets, but traditions.

741 East Beltline Avenue NE | Grand Rapids, MI 49525 | 616-774-2281 | Map and Directions