The biggest transfer of wealth in American history has already started. If your family is expected to benefit, ensure your #estateplan is up to date. Get started with our checklist. #wealthmanagement https://t.co/JLpYOTknm3
We’re proud to be recognized on @ChicagoTribune’s annual list of Chicago Top Workplaces for the eighth consecutive year. Thank you to our 800-plus Chicago staff for cultivating an award-winning culture, year after year! #Chicago#TopWorkplaces https://t.co/PpDxrWINpj
The U.S. industrial market is shifting in favor of tenants with rising vacancy rates. If your business plans to relocate or expand its #realestate footprint, the next 12 to 18 months could be an ideal time to do so. #industrialmarket https://t.co/yc6E28SKFV
When craft brewing companies promise consistency and quality to their customers, they need a dependable advisor who’s ready to help. Learn why America’s number-one craft brewer counts on us to deliver, one glass at a time. #100Years#CountOnUs https://t.co/Vx2KIIrpuO
The Inflation Reduction Act’s #cleanenergy tax credits delivered significant incentives to help businesses and individuals purchase and support alternative fuel vehicles. Learn more about these changes here. #IRA#taxcredits https://t.co/sutW8bmgSI
Congratulations to Amber Mitchell on her promotion to partner! Amber’s love for adventure has driven her personally and professionally — she’s visited 48 states and now leads our financial services practice. #promotion https://t.co/3EqRFoqgRU
Jobless claims declined as the labor market has largely normalized from the post-pandemic hiring frenzy, restoring better balance. Read here. https://t.co/Nrho7b9Jop
Are you a trustee, personal representative, or other fiduciary managing real estate assets? Overseeing real estate assets can be a potential minefield for fiduciaries. These 4 tips will help you navigate the risks and common pitfalls. https://t.co/AqgTy9D47T
We’re honored to be named to @freep’s annual list of “Michigan Top Workplaces,” for the 15th consecutive year! Thank you to our staff for their candid feedback that continues to help us be recognized as a top workplace, year after year. #PlanteMoranProud https://t.co/oQ8ns5LCrw
#Wealthtransfer alert! As the 2025 sunset of current federal gift and estate tax exemptions approaches, a spousal lifetime access trust could be a game-changer for your #estateplanning. Here’s how. #wealthstrategy https://t.co/M8OUBkGpQS
Establishing trust and long-lasting relationships with new clients requires intentionality and effort. Not sure where to start? This @Forbes article shares three techniques to quickly build trust. #clientrelations#clienttrust https://t.co/LsAkUdRKIC
Congratulations to Plante Moran Realpoint’s Alicia Washeleski, recipient of @CREWDetroit’s 2024 Woman of Impact award! Her journey from residential construction to leading major projects is a remarkable testament to her skills and commitment. #CREWDetroit
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Saluting our heroes this Veterans Day! Honoring Staff Sergeant Cody L. Renwick, who made history as the first to deploy while at Plante Moran. Today, we honor his and all veteran sacrifices for our nation! #VeteransDay https://t.co/0hjkjtj3ZK
Plante Moran Financial Advisors has been ranked No. 24 on the Top 100 RIA Firms by @BarronsOnline! Read more about their achievement here. #BarronsRanked#TopRIAFirms https://t.co/39we5DT8mw
In honor of #NationalDisabilityEmploymentAwarenessMonth, we’re highlighting our Minds of All Kinds Staff Resource Group, who recently volunteered to help enhance the campus at Shepherds College. #NDEAM
Are you seeking financial guidance to help you navigate the year ahead? Join us at Plante Moran Wealth Management’s Learn Lead Legacy webinar, “Election-year wealth strategies” to uncover ways to sharpen your holistic wealth strategy. Register now! https://t.co/kmPKALsyYR