FINRA's BrokerCheck

Estate Planning & Analysis

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 or charities, determining the amount you want to leave each 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.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Meet The Rehmann Team

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