Creating a plan to give you

Proud to be featured in the following news outlets:

Estate Planning & Preservation:
Here for you and your family

At Estate Planning and Preservation, we are committed to creating comprehensive estate plans for the members of our community because we care about you, the well-being of your loved ones, and your peace of mind. We will provide you with education and knowledge to fully understand your options to make the best retirement and estate planning decisions for you and your family. Our trusted advisors will assess your current situation and create a step-by-step process to help you secure your assets and achieve peace of mind for you and your family.

We are celebrating 23 years in business!

Thank you to all of our loyal clients throughout the decades. You have helped make this business into what it is today! 

At Estate Planning & Preservation, we understand that your life is constantly evolving and we want to be by your side every step of the way. Our team will work with you to gain financial clarity in helping to allow your legacy to live on.

Get Started

We offer the following services

Comprehensive estate planning is vital in seeking confidence that your assets are protected and that your loved ones are taken care of.  The estate plan we help create for you, will cover all aspects of your life in providing confidence that your assets are protected in case of death. We are specialized in an array of topics that will help you reach your retirement and estate planning goals. Everything we create is unique and individualized to you to help you meet your exact goals. 

Income Planning
Wealth Accumulation
Estate Planning
Probate & Estate administration
Legacy PLanning
Medicaid & Long-term care

"Our passion is to help seniors live a life where finances were not a burden, where passing their estates to their families would not become a tug-of-war. To make sure that all of their hard earned dollars stood for something."

Dawn- Marie Joseph

Helping you Plan & Preserve Your Future

Schedule an Appointment Today!

Schedule an Appointment

check us out

Location

  • 218 S. Putnam
    Williamston,
    MI 48895

Contact

Paul Joseph is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Estate Planning & Preservation and CoreCap Advisors are separate & unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Terms and Conditions - Privacy Policy