Estate Planning

Estate Planning

Legacy and estate planning give you the opportunity to determine how you would like your loved ones to remember you and what you would like to provide for them. We can offer guidance about key issues to consider in developing a sound estate plan.

We understand that your financial situation and family dynamics may change over time, so it is important to review your estate plan regularly to ensure that it continues to align with your current wishes. Finally, we can help you develop strategies that allow us to handle the administration issues involved in the distribution of your estate.

*Insurance products offered through Hantz Agency, LLC and Plus Agency, LLC. Investment products offered through Hantz Financial Services, Inc.* Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate and are not FDIC Insured. Tax services provided by Hantz Tax & Business, LLC, and Hantz Ewald, LLC. Trust services provided by Hantz Trust. Legal services provided by outside legal counsel. Mortgage services provided through Hantz Financial Services, Inc, a Michigan licensed mortgage broker/lender, NMLS ID 167864.

EHL Logo*Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

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