6th Street Bridge In Grand Rapids

Legacy Planning Services

Each family has a unique story. It takes careful planning, discussion, and guidance to develop a plan that achieves personal goals and makes an enduring impact in the lives of family members or a cherished cause. We work closely with our clients to design and execute appropriate strategies for:

  • Estate Planning

  • Gifting

  • Wealth Protection

  • Charitable Giving

  • Tax Minimization