What We Do
Estate Planning
You’ve worked hard to build a legacy that makes you proud. When the time comes, having a dependable, well-designed estate plan in place can safeguard your legacy, streamline the inheritance process, and ensure your wishes are carried out exactly as you intend. At Walled Lake, we provide the expertise and personalized guidance needed to create an estate plan that reflects your values and secures your family’s future.
If you find yourself asking:
- Do I have a will, a living will, or powers of attorney?
- Does a revocable trust or an irrevocable life insurance trust (ILIT) make sense for my situation?
- Are my assets titled correctly?
- Have I reviewed these documents recently to be sure they are doing what I intend?
- Are my beneficiaries correctly listed on my retirement accounts?
Together, we can find the answers.
Estate Planning Resources
Managing Estate Planning
Browse Fidelity’s detailed guides on estate planning concepts, strategies, and maintenance.
