Estate Planning is the critical process of anticipating and arranging for the management and disposal of your estate during your life and in the event, you become incapacitated or pass. Estate planning involves the will, trusts, beneficiary designations, and powers of appointment, including health and financial directives. It also includes the proper titling of bank and investment accounts, Tax and Gifting Strategies. Our primary goal is to get the appropriate estate planning that is right for you.

 

  • Analysis of current estate plan and goals
  • Complimentary Notary Services
  • Assistance with life transition
  • Analysis of beneficiary(s) and proper titling of accounts

*TL Financial Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

 

 

 

 

 

 

More Questions? Schedule a 15-Minute call in our Calendar 

 

 

 

 

*TL Financial Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

 

 

 

Want to get in touch? We'd love to hear from you. Here's how you can reach us. 

 

 

 

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Office Location
TL Financial Group
13433 Reeck Court
Southgate, MI 48195

Phone
734.250.8041

Fax
734.250.8093