Estate Planning Attorneys in Grand Traverse County, MI

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List of Firms

Top Grand Traverse County, MI Estate Planning Law Firms

Jordan Balkema Elder Law Center
4 out of 5
Location 1760 Forest Ridge Dr St A, Traverse City, MI 49686, USA
Phone (231) 935-4646
Language http://www.myelderlawplanning.com/
Directions
Montney Isles, P.L.C.
4 out of 5
Location 1022 E Front St, Traverse City, MI 49686, USA
Phone (231) 922-9600
Language http://www.milawplc.com/
Directions
Lynch Law Firm
4 out of 5
Location 934 E Eighth St, Traverse City, MI 49686, USA
Phone (231) 922-2690
Language https://www.lynchlawtc.com/
Directions
Law Offices of Joshua M. Reynolds, PLC
5 out of 5
Location 300 E Front St #370, Traverse City, MI 49684, USA
Phone (231) 714-9733
Language http://www.jr-law.net/
Directions
Pezzetti, Vermetten & Popovits, PC
5 out of 5
Location 600 E Front St #102, Traverse City, MI 49686, USA
Phone (231) 929-3450
Language http://www.mich-legal.com/
Directions
Alward Fisher
5 out of 5
Location 202 E State St Suite 100, Traverse City, MI 49684, USA
Phone (231) 261-2665
Language https://www.nmichlaw.com/?utm_source=google&utm_medium=local&utm_campaign=traversecitygmb
Directions
LaSusa Law Offices PLC
5 out of 5
Location 4335 E Timberwood Dr, Traverse City, MI 49686, USA
Phone (231) 392-9616
Language http://www.lasusalaw.com/
Directions
Bethany C Warner & Associates
4 out of 5
Location 107 Cass St # G, Traverse City, MI 49684, USA
Phone (231) 922-8028
Language http://warner-law.com/
Directions
Smith & Johnson, P.C.
4 out of 5
Location 603 Bay St, Traverse City, MI 49684, USA
Phone (231) 946-0700
Language http://www.smith-johnson.com/
Directions
Kuhn Rogers PLC
4 out of 5
Location 4033 Eastern Sky Dr, Traverse City, MI 49684, USA
Phone (231) 947-7900
Language http://www.kuhnrogers.com/
Directions
Neumann Law Group Injury Lawyers
5 out of 5
Location 300 E Front St #445, Traverse City, MI 49684, USA
Phone (231) 221-0050
Language https://www.neumannlawgroup.com/
Directions
Wilson & Kester, P.L.C.
5 out of 5
Location 457 Munson Ave, Traverse City, MI 49686, USA
Phone (231) 922-6800
Language http://www.wilsonkester.com/
Directions
The Running Wise Law Firm: Ford, Conlon, Gerberding & Greer
4 out of 5
Location 1501 S Cass St Suite D, Traverse City, MI 49684, USA
Phone (800) 968-8577
Language http://www.runningwise.com/
Directions
Bradley L Putney PLC
5 out of 5
Location 810 Business Park Dr, Traverse City, MI 49686, USA
Phone (231) 922-9688
Language http://www.bradleylputneyplc.com/
Directions
Estate Planning Lawyers in Grand Traverse County, MI

Where Estate Planners in Grand Traverse County, MI Serve

Grand Traverse County, MI is a vibrant and bustling community located in the heart of Northern Michigan. Home to numerous landmarks and attractions, this county offers something for everyone. From the stunning beauty of Sleeping Bear Dunes National Lakeshore to the historic charm of the Traverse City State Hospital, there is no shortage of things to see and do here. In terms of top employers, Grand Traverse County is home to a diverse range of businesses and industries. Some of the largest employers in the area include Munson Healthcare, Grand Traverse Resort and Spa, and Hagerty Insurance. These companies provide thousands of jobs and contribute significantly to the local economy. When it comes to transportation, Grand Traverse County is well-connected to the rest of Michigan and beyond. Major highways and interstates such as US-31, M-22, and I-75 run through the county, making it easy to travel to nearby cities and towns.

Financial Services Related to Estate Planning in Grand Traverse County, MI

Banks and Credit Unions

Residents of Grand Traverse County, MI can benefit from a bank in various ways. For instance, a bank can provide them with financial services such as savings accounts, checking accounts, loans, and credit cards. This can help them manage their finances effectively and plan for their future. Additionally, a bank can offer investment opportunities, such as stocks and bonds, to help residents grow their wealth over time. Another way a bank can help residents in Grand Traverse County is by providing access to ATMs and online banking services, which can make banking more convenient and accessible. Finally, given that Grand Traverse County is a popular tourist destination, a bank can also offer foreign currency exchange services to visitors, making it easier for them to transact while in the area.

Insurance Broker

Residents of Grand Traverse County, MI can benefit greatly from the services of an insurance broker. With the county being a popular tourist destination, many residents rely on the tourism industry for their livelihood. An insurance broker can help them find the right insurance coverage for their businesses, protecting them from potential risks and liabilities. Additionally, with the county experiencing harsh winters, homeowners and drivers may need specific insurance coverage to protect them from weather-related damages and accidents. An insurance broker can help residents navigate the complex world of insurance policies, finding them the best coverage at the most affordable prices. Overall, an insurance broker can provide invaluable assistance to residents of Grand Traverse County, MI, ensuring they have the protection they need to live and work confidently.

Retirement Planning

Residents of Grand Traverse County, MI can benefit greatly from the services of a retirement planner. With the county's aging population, a retirement planner can help individuals and couples navigate the complexities of retirement planning, including investment strategies, tax implications, and healthcare costs. Specifically, Grand Traverse County is known for its high cost of living, which can make retirement planning even more challenging. A retirement planner can work with residents to create a customized plan that takes into account their unique financial situation and goals. They can also provide guidance on how to maximize social security benefits and other sources of income to ensure a comfortable retirement. By working with a retirement planner, residents of Grand Traverse County can have peace of mind knowing that their financial future is secure.

Wealth Management

Residents of Grand Traverse County, MI can benefit greatly from the expertise of a wealth manager. With its vibrant tourism industry and growing population, Grand Traverse County offers a unique set of financial challenges and opportunities. A wealth manager can help residents navigate these challenges by providing personalized financial planning, investment advice, and tax planning services. For example, a wealth manager can help residents manage their investments in the local real estate market, which has been booming in recent years. Additionally, a wealth manager can provide guidance on retirement planning, estate planning, and other important financial matters. With the help of a skilled wealth manager, residents of Grand Traverse County can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Grand Traverse County, MI could greatly benefit from the guidance of a financial advisor in a number of ways. One specific challenge that many face in this area is the seasonal nature of the local economy, which can lead to unpredictable income and budgeting difficulties. A financial advisor can help individuals and families in Grand Traverse County to plan for these fluctuations and make the most of their resources year-round. Additionally, a financial advisor can provide valuable insight and advice on retirement planning, investment strategies, debt management, and other important financial topics that can help residents in this area achieve their long-term financial goals. By working with a knowledgeable and experienced financial advisor, residents of Grand Traverse County can gain greater financial stability and peace of mind.

Mortgage Loan Officer

Residents of Grand Traverse County, MI can benefit from the services of a mortgage loan officer in a number of ways. Firstly, the county is home to a thriving real estate market, with many residents looking to buy or refinance their homes. A mortgage loan officer can help these individuals navigate the complex process of securing a mortgage, from pre-approval to closing. Additionally, Grand Traverse County is known for its high cost of living, which can make it difficult for some residents to afford a home. A mortgage loan officer can help these individuals find loan programs that are tailored to their financial situation, such as low down payment options or government-backed loans. Overall, a mortgage loan officer can be an invaluable resource for residents of Grand Traverse County who are looking to achieve their homeownership goals.

Tax Services

Residents of Grand Traverse County, MI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax credits and deductions. For example, Grand Traverse County is known for its thriving agriculture industry. A tax advisor would be able to help farmers and other agricultural workers understand and take advantage of tax breaks specific to their industry, such as the Michigan Agricultural Disaster Loan Program. Additionally, with the recent changes to the tax code, a tax advisor can help residents navigate the new rules and make informed decisions about their finances. Overall, a tax advisor can provide valuable guidance and support to residents of Grand Traverse County, MI, helping them to maximize their financial resources and achieve their goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Grand Traverse County, MI can provide a plethora of services that are essential for securing one's assets and ensuring their distribution according to their wishes. From drafting wills and trusts to establishing guardianships and conservatorships, an estate planning attorney can help individuals navigate the complex legal system and make informed decisions. Moreover, in Grand Traverse County, MI, an estate planning lawyer can assist clients in protecting their assets from the state's estate tax, which has a $5.7 million exemption limit. With the attorney's expertise, individuals can minimize their tax liability and maximize their assets' value for their beneficiaries. In addition, a skilled estate planning lawyer can help clients plan for long-term care and Medicaid eligibility, which is crucial in a county where the elderly population is growing rapidly. Overall, an estate planning lawyer in Grand Traverse County, MI can provide comprehensive and customized services to help individuals achieve their goals and protect their legacy.

Grand Traverse County, MI is a prime location for anyone seeking an estate planning lawyer. With its picturesque landscape of rolling hills and crystal-clear lakes, it's no wonder that many people choose to settle down here. However, what truly sets Grand Traverse County apart from other locations is its thriving legal community. The county is home to a plethora of highly skilled attorneys, many of whom specialize in estate planning. These lawyers possess a wealth of knowledge and experience in this intricate area of law, and are well-equipped to assist clients in navigating the complex legal landscape of estate planning. Whether you're looking to draft a will, establish a trust, or navigate the probate process, you can rest assured that the estate planning lawyers in Grand Traverse County have the expertise and skill to help you achieve your goals. So if you're in need of an estate planning lawyer, look no further than Grand Traverse County, MI.