Vision Wealth Management Group

1668 South Telegraph,

Suite 250C
Bloomfield Hills, MI 48302

Estate Planning

Family Wealth Planning

We provide thoughtful estate planning, including:

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs
  • Analysis of your insurance needs and concerns
Estate Planning Services for the Bloomfield hills community

Estate Planning Services for the Bloomfield hills community

As your independent financial advisor, our services go beyond just investment advice. We have created our services to help clients in all aspects of their financial life.