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Our Estate Planning Services

We specialize in customized estate design to reflect your personal desires and intentions for your heirs. Sophisticated estate designs are outlined in layman’s terms. After an in-depth education session and review of the current estate plan, each client makes specific decisions to reflect his or her own desires. We emphasize lessening estate taxes and protecting your heirs’ inherited money from life challenges such as divorce, liability suits, bankruptcies, and creditor issues

*statistics from 

People who use secondary beneficiaries
Baby Boomers with an Estate Plan


Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC Registered Investment Advisor. Merit Financial Group, LLC, Merit and Botsford Private Wealth are separate entities from LPL Financial.

UPS is not affiliated with LPL Financial, Merit Financial Advisors, and Botsford Private Wealth.