Estate Planning

Experienced asset management, financial planning and retirement specialists

Leave a legacy.  You’ve worked hard for everything you’ve accumulated. Take steps to ensure that it is distributed based on your wishes.
 
At Rehmann, estate planning involves identifying your heirs, determining the amount you want to leave each heir and estimating the future value of your estate. We provide strategic advice to help you reach your goals without your estate being hit with heavy probate fees and taxes. Then you can choose the strategy you feel most comfortable implementing.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.
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Bill Stewart
CLU®, ChFC® 
Financial Advisor 
248.458.7877 
Full biography
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Heidi Bolger
CPA/ABV, CFFA, CMAP 
Business Transitions 
989.797.8306
Full biography
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Steve Armstrong
JD, LLM 
Estate Planning 
616.975.4100
Full biography