Estate Planning Attorneys in Rochester, MI

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List of Firms

Top Rochester, MI Estate Planning Law Firms

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The Miller Law Firm, P.C. Rochester Office
5 out of 5
Location 950 W University Dr Suite 300, Rochester, MI 48307, USA
Phone (248) 600-5455
Directions
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Law Office of Dareth Wilson, PLLC
3 out of 5
Location 2731 S Adams Rd #100, Rochester Hills, MI 48309, USA
Phone (248) 894-3620
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Rochester Law Center
5 out of 5
Location 805 Oakwood Dr Ste 125, Rochester, MI 48307, USA
Phone (248) 775-5984
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Michigan Law Center
4 out of 5
Location 45200 Card Rd #108, Macomb, MI 48044, USA
Phone (586) 803-8500
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Boroja, Bernier & Associates
4 out of 5
Location 49139 Schoenherr Rd, Shelby Township, MI 48315, USA
Phone (586) 991-7611
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Randall Shepard Family Law Attorney
3 out of 5
Location 431 6th St, Rochester, MI 48307, USA
Phone (248) 652-4000
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Carthew Law Firm
5 out of 5
Location 701 N Main St, Rochester, MI 48307, USA
Phone (248) 656-6800
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Law Office of Stephanie Krane-Boehmer P.L.L.C.
5 out of 5
Location 2947 S Adams Rd, Rochester Hills, MI 48309, USA
Phone (248) 293-0048
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Kenneth D Bilodeau Attorney at Law
2 out of 5
Location 444 W University Dr, Rochester, MI 48307, USA
Phone (248) 652-3606
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Colbert, Shepard & Sadowski
3 out of 5
Location 431 6th St, Rochester, MI 48307, USA
Phone (248) 652-4000
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Thomas J. DelPup, JD, CFP®
5 out of 5
Location 1700 W Hamlin Rd Suite 100, Rochester Hills, MI 48309, USA
Phone (248) 650-8280
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Mark E. Crane, PLLC
Location 420 W University Dr, Rochester, MI 48307, USA
Phone (248) 909-0956
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Goldman & Associates Law Firm
5 out of 5
Location 3150 Livernois Rd Suite: 335, Troy, MI 48083, USA
Phone (248) 588-3333
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Wall Law Group, PLLC
3 out of 5
Location 44028 Mound Rd Suite 4, Sterling Heights, MI 48314, USA
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The TGQ Law Firm
5 out of 5
Location 2144 S State St Suite F, Ann Arbor, MI 48104, USA
Phone (734) 707-3232
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Estate Planning Lawyers in Rochester, MI

Where Estate Planners in Rochester, MI Serve

Rochester, MI is a charming city located in Oakland County that is home to an array of landmarks, top employers, major highways and streets, and neighborhoods. From the beautiful Paint Creek Trail to the historic Rochester Hills Museum at Van Hoosen Farm, there is no shortage of things to do and see in this vibrant community. Some of the top employers in the area include FCA US LLC, Crittenton Hospital Medical Center, and Oakland University. Major highways and streets in the area include I-75, M-59, and Rochester Road, making it easy to navigate and commute. The neighborhoods in Rochester are diverse and offer a range of housing options, from historic homes in the downtown area to newer developments on the outskirts of the city. Whether you're a young professional or a growing family, Rochester has something for everyone.

Financial Services Related to Estate Planning in Rochester, MI

Banks and Credit Unions

Residents of Rochester, MI can benefit greatly from the services provided by a bank. One of the most common ways a bank can help is by providing access to loans and credit. This can be especially helpful for residents looking to start a small business in Rochester, which is known for its vibrant downtown area filled with unique shops and restaurants. Additionally, a bank can offer financial planning services to help residents save for their future and achieve their financial goals. With the help of a bank, residents of Rochester, MI can feel more secure in their financial future and have the resources they need to thrive in their community.

Insurance Broker

Residents of Rochester, MI can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance on the best insurance policies for their specific needs. For example, Rochester is known for its beautiful homes and neighborhoods, which may require additional coverage for natural disasters like floods or tornadoes. An insurance broker can help residents navigate these specific risks and find policies that provide adequate protection. Additionally, an insurance broker can help residents save money by comparing policies and finding the best rates. With the help of an insurance broker, residents of Rochester can have peace of mind knowing they are adequately protected and not overspending on insurance premiums.

Retirement Planning

Residents of Rochester, MI can greatly benefit from the services of a retirement planner. With a median age of 42.5 years, many individuals in Rochester are likely beginning to think about their future financial security. A retirement planner can assist with creating a personalized plan that takes into account their unique goals and circumstances, such as the high cost of living in Oakland County. They can also help navigate the complex world of retirement accounts and investment options, ensuring that residents have a solid strategy in place to achieve their desired retirement lifestyle. Additionally, a retirement planner can provide peace of mind by regularly reviewing and adjusting the plan as necessary, taking into account any changes in the market or personal circumstances. Overall, a retirement planner can be an invaluable resource for Rochester residents looking to secure their financial future and enjoy their retirement years.

Wealth Management

Residents of Rochester, MI can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. In Rochester, MI, where there is a thriving business community and a high cost of living, a wealth manager can provide guidance on managing expenses, saving for retirement, and investing wisely. Additionally, a wealth manager can help residents navigate complex financial situations such as inheritance or divorce, and provide ongoing support and advice as their financial needs evolve over time. With the help of a skilled wealth manager, residents of Rochester, MI can feel confident in their financial future and achieve their long-term financial goals.

Financial Advisor

Residents of Rochester, MI can benefit from the guidance of a financial advisor in a number of ways. For example, a financial advisor can help individuals create a personalized financial plan that takes into account their unique goals and circumstances. This might include advice on saving for retirement, managing debt, or investing in the local real estate market. Additionally, a financial advisor can provide ongoing support and education to help residents make informed decisions about their finances. For those living in Rochester, MI, a financial advisor may also be able to offer insights into local economic trends and opportunities that could impact their financial well-being. With the help of a skilled advisor, residents of Rochester can feel more confident and empowered when it comes to managing their money.

Mortgage Loan Officer

Residents of Rochester, MI would greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home. With the city's median home value being significantly higher than the national average, navigating the mortgage process can be particularly challenging. A mortgage loan officer can help residents of Rochester, MI by providing expert guidance on the various loan options available, as well as helping them secure the most favorable interest rates and terms. Additionally, they can assist with pre-approval, which can give homebuyers a competitive edge in a hot real estate market like Rochester's. Overall, the expertise and support of a mortgage loan officer can make the process of buying a home in Rochester, MI much easier and less stressful for residents.

Tax Services

Residents of Rochester, MI can benefit greatly from the expertise of a tax advisor. With the city's thriving economy and diverse population, there are many complex tax issues that individuals and businesses may encounter. For example, many residents of Rochester work in industries such as healthcare, education, and technology, which can involve unique tax considerations. A tax advisor can help navigate these complexities and ensure that individuals and businesses are taking advantage of all available deductions and credits. Additionally, with the recent changes to federal tax laws, it's more important than ever to have a knowledgeable advisor who can provide guidance on how to minimize tax liabilities and maximize savings. Overall, working with a tax advisor can provide peace of mind and help Rochester residents achieve their financial goals.

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