At Blue Chip Estate Planning, PLLC, we empower you to maintain control over your assets, ensuring that you decide who receives what, when, and how.

Why should you choose Blue Chip Estate Planning?

Robert Steinberg, founder of Blue Chip Planning, a registered investment advisory firm with 29 employees and $1.3B under management, has witnessed firsthand the communication gaps that often exist between clients and estate planning attorneys. These breakdowns frequently result in incomplete or ineffective estate plans.

He founded Blue Chip Estate Planning after meeting Kim Browning, an attorney who truly listens to clients and ensures estate planning details are effectively managed.

In the video above, Kim highlights the critical importance of follow-up in estate planning. Ensuring that all elements of the estate plan are properly funded and functional is a key part of our commitment to excellence.

When should you implement an estate plan?

The best time to implement an estate plan is now. Life changes unexpectedly and having an up-to-date estate plan is essential. Kim advises regular updates to your estate plan to reflect life changes such as marriage, divorce, and having children. Regular reviews ensure that your estate plan continues to serve your best interests as your life evolves.

Call us today (248) 873-3244 to secure your future with Blue Chip Estate Planning.