Estate Planning Attorneys in Oakland County, MI

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List of Firms

Top Oakland County, MI Estate Planning Law Firms

Barron, Rosenberg, Mayoras & Mayoras P.C.
5 out of 5
Location 1301 W Long Lake Rd Suite 340, Troy, MI 48098, USA
Phone (248) 213-9514
Kendal Law Group PC
5 out of 5
Location 4190 Telegraph Rd # 3000, Bloomfield Twp, MI 48302, USA
Phone (248) 572-1050
Rutkowski Law Firm
5 out of 5
Location 40950 Woodward Ave #130, Bloomfield Hills, MI 48304, USA
Phone (248) 951-9446
Douglas Kuthy
5 out of 5
Location 5755 Fox Hunt Ln, West Bloomfield Township, MI 48322, USA
Phone (248) 432-1612
Law Office Of Dean E. Patrick, PLLC
5 out of 5
Location 28400 Northwestern Hwy Ste. 110, Southfield, MI 48034, USA
Phone (248) 663-2566
Melder & Melder, P.C.
4 out of 5
Location 2304 E Eleven Mile Rd, Royal Oak, MI 48067, USA
Phone (248) 541-3400
Linnell & Associates, PLLC
5 out of 5
Location 2804 Orchard Lake Rd #203, Keego Harbor, MI 48320, USA
Phone (248) 977-4182
Sean J. Nichols, PLLC
5 out of 5
Location 409 Plymouth Rd Suite 150, Plymouth, MI 48170, USA
Phone (734) 386-0224
Dallo Estate Planning, PLLC
5 out of 5
Location 31731 Northwestern Hwy Ste 261W, Farmington Hills, MI 48334, USA
Phone (248) 780-0066
Carthew Law Firm
5 out of 5
Location 701 N Main St, Rochester, MI 48307, USA
Phone (248) 656-6800
Attorney Paul Carthew
5 out of 5
Location 701 N Main St, Rochester, MI 48307, USA
Phone (248) 656-6800
Estate Planning Lawyers in Oakland County, MI

Where Estate Planners in Oakland County, MI Serve

Oakland County, MI is a bustling and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Detroit Zoo to the sprawling Great Lakes Crossing Outlets, there is never a shortage of things to see and do in this vibrant county. Some of the top employers in Oakland County include General Motors, FCA US LLC, and Beaumont Health, making it a hub for manufacturing, healthcare, and other industries. Major highways and streets such as I-75, M-59, and Woodward Avenue provide easy access to neighboring cities and attractions. Oakland County is home to a variety of unique and vibrant neighborhoods, from the trendy downtown areas of Birmingham and Royal Oak to the suburban enclaves of Bloomfield Hills and West Bloomfield. Each neighborhood has its own distinct character and charm, making it easy to find the perfect place to call home. Whether you're a longtime resident or a first-time visitor, Oakland County has something for everyone.

Financial Services Related to Estate Planning in Oakland County, MI

Banks and Credit Unions

Residents of Oakland County, MI can benefit from banks in a variety of ways. For instance, banks can provide loans to help residents purchase homes, start businesses, or pay for education. Additionally, banks offer savings accounts and other financial products to help residents manage their money and plan for the future. One specific way that banks can help Oakland County residents is by providing access to ATMs and online banking services. With so many people leading busy lives, having convenient access to banking services can save time and reduce stress. For instance, a resident who works long hours might appreciate being able to deposit a check at an ATM on their way home from work, rather than having to visit a bank during business hours. Overall, banks can play a valuable role in helping Oakland County residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Oakland County, MI can greatly benefit from the services of an insurance broker. With the county being one of the wealthiest in Michigan, many residents are in need of comprehensive insurance coverage for their homes, cars, and businesses. An experienced insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options that fit their unique needs and budget. Additionally, with Oakland County being home to many small businesses, insurance brokers can help these entrepreneurs find the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable assistance to residents of Oakland County, MI in securing the necessary insurance coverage for their personal and professional lives.

Retirement Planning

Residents of Oakland County, MI can benefit greatly from the guidance of a retirement planner. With its affluent population and high cost of living, Oakland County presents unique challenges for those preparing for retirement. A retirement planner can help residents navigate these challenges by providing personalized advice on investment strategies, tax planning, and estate planning. They can also help residents identify and prioritize their retirement goals, such as travel, healthcare, and leaving a legacy for their loved ones. By working with a retirement planner, residents of Oakland County can feel confident and secure in their retirement plans, knowing that they have a trusted advisor to guide them through the process.

Wealth Management

Residents of Oakland County, MI can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing investment advice and portfolio management. With the county's thriving economy and high standard of living, many residents have accumulated significant wealth that needs to be properly managed. A wealth manager can help them make informed investment decisions and create a diversified portfolio that suits their needs and goals. Additionally, with the county's high cost of living, a wealth manager can help residents plan for their future and ensure they have enough savings to maintain their lifestyle in retirement. Overall, a wealth manager can provide valuable guidance and support to Oakland County residents as they navigate the complexities of managing their wealth.

Financial Advisor

Residents of Oakland County, MI can benefit from the guidance and expertise of a financial advisor in a number of ways. With a median household income of over $80,000, many residents have significant assets to manage and plan for. A financial advisor can help these individuals create a comprehensive financial plan that takes into account their goals, risk tolerance, and unique financial situation. Additionally, with the high cost of living in Oakland County, many residents may struggle to balance their expenses with their income. A financial advisor can provide valuable advice on budgeting, debt management, and saving for the future to help residents achieve financial stability and security.

Mortgage Loan Officer

Residents of Oakland County, MI can benefit greatly from the services of a mortgage loan officer. With a median home value of $307,000, many residents may require assistance in securing a mortgage to purchase a home. A mortgage loan officer can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents find the best option for their financial situation. In addition, a mortgage loan officer can assist with pre-approval for a mortgage, which can give residents a better idea of how much house they can afford. With the help of a mortgage loan officer, residents of Oakland County can navigate the often complex process of obtaining a mortgage and achieve their dream of homeownership.

Tax Services

Residents of Oakland County, MI can greatly benefit from the expertise of a tax advisor. With the county's diverse economy, which includes a strong presence in the automotive industry, technology, and healthcare, tax laws can be complex and constantly changing. A tax advisor can assist residents in navigating the intricacies of federal, state, and local tax codes, ensuring they are maximizing their deductions and minimizing their tax liabilities. Additionally, with Oakland County's high property values and property taxes, a tax advisor can help homeowners understand their options for reducing their tax burden, such as appealing their property assessment or taking advantage of available exemptions. Overall, a tax advisor can provide invaluable guidance to residents of Oakland County, MI in managing their finances and planning for their future.


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