Estate Planning & Preservation

About Us

dedicated to helping you achieve peace of mind

About Us

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 team 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.

Meet Our Team

Dawn-Marie Joseph

President

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Paul Joseph

Attorney, CPA, RIA

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Helping you Plan & Preserve Your Future

Schedule an Appointment Today!

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Affiliations

Location

218 S. Putnam
Williamston,
MI 48895

Contact

(888) 655-7879

(517) 655-7881

Send us an email

Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Estate Planning & Preservation 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.