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Estate & Financial Planning
In the areas of retirement accumulation and distribution, major purchase, education savings, cash flow and budgeting, tax loss harvesting, highly appreciated stock strategies, life and disability insurance, long-term care, estate planning, and charitable giving.
Trust Administration Services
Serving as a fiduciary for you and your family, Church Organizers Foundation (COF) can administer estates, including multi-generational trusts, and provide asset management services. As a Trustee, COF can help reduce burdens on family members, and provide objectivity, privacy, and efficiency in the estate administration and settlement process. COF is registered to provide trust administration services in the states of Michigan and California.
Voyant Estate & Financial Planning Report (FREE w/ Qualifying Account)
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