Estate and Trust Advisors in Michigan

We keep our succession planning services simple but effective

Estate and Trust Advisors in Michigan

Arrowroot Family Office has the most qualified Estate and Trust Advisors in Michigan! We keep our succession planning services simple but effective because we want you to be able to live in peace knowing that everything will be taken care of for you.

What is Estate Planning?

Estate planning is strategizing a plan that designates who will receive your estates and be in charge of your responsibilities after your death. It goes beyond the fundamentals of a will and involves more specific details like powers of attorney, establishing trust, and decreasing the taxable amount of your estate.

Estate and Trust Advisors in Michigan

The important components included in an estate plan are:

 

  • Guardianship— who will guardianship over your minor children.
  • Will— who will distribute your assets
  • Financial Power of Attorney— giving an attorney the power to handle your finances
  • Advance Health Care Directive— giving a person the right to make medical decisions for you, if you cannot do so yourself
  • Trust— allows the trustee to manage your assets for a stimulating amount of time before given to the beneficiaries

 

Having a trust set up can bring numerous benefits. It allows you to bypass probate, which means no having to go through the court system. It also caters to situations where you may be incapacitated, but still alive.

 

There are many benefits to setting up an Estate and Trust. Here at AFO Michigan, we have experts who know how to make the most of your assets and the measures needed to protect them for your beneficiaries. Contact us to set up your appointment today!

Diane L. Young

Managing Director

Diane began her career in finance in New York where she quickly became one of the first female sales managers at the firm. Over the span of her career, she has led a successful financial planning practice and a broker/dealer insurance agency.

 

She left her office overlooking Times Square in 2000 to return to her home state of Michigan. After working as Director of Financial Planning for a large financial services firm, she started her own firm. The Athena Financial Group was established in 2004 and grew to become one the largest female independently owned RIA in the state. In 2021, she merged her firm with Arrowroot Family Office. A natural teacher, her passion for education is tireless.

 

Diane has taught Certified Financial Planning credentialing courses at New York University. She has given educational workshops for dozens of corporations and organizations. She even published a book, Owning Your Financial Success: A Savvy Women’s Guide to Financial Empowerment and writes a monthly column for Community Lifestyles.

 

​In her free time, she enjoys boating, playing the piano, and volunteering in many civic organizations. She has raised two amazing children with her husband Randy, who is Associate Dean of Science at Macomb College.

Daniel Casey

Vice President

Dan began his financial career in Chicago, working for Edward Jones, where he built a successful practice.
He joined the Athena Financial Group, now the ArrowRoot Family Office because he wanted to work with a full-service, fee-only fiduciary firm that tailors to families, small businesses and professionals. In addition to financial planning, Dan is in charge of investment research and policy at the firm.

A native of Boston, he has a bachelor’s from the University of New England and a Masters from University of Miami (FL).

In addition to his passion for finance, Dan is a exercise physiologist with over a decade of expertise. His main passion points included working with athletes to improve performance, in addition to helping the general population with their overall health and weight loss goals.

At the root of Dan’s interests is a passion for helping people better themselves.

He and his wife, Bre, live in Royal Oak with their dog Cosmo. In their spare time they enjoy music, cooking, working out, playing instruments at home and traveling. Their goal is to visit at least two new places each year!

Your legacy and your value

We have sufficient knowledge and experience in all kinds of estates (mini, medium, or large).

We pay attention to every detail of your preferences.

Your goals and aspirations are our primary concern, and we, therefore, guide you to maneuver through the whole process.



Our Services

Estate planning is vital to eliminate doubts, uncertainties, and disagreements that usually greet the death of a person without an estate plan or will.

To avoid this, a good succession plan is inevitable.

Our services include

Financial Advisory Function

As renowned financiers, we stand in a fiduciary relationship with our clients and provide adequate information for reliance. We are responsible for the results of all plans and investments made based on our advisory functions. Hence, we take the utmost duty of care in all our dealings.

Financial planning

We manage your budgeting through effective control of your portfolios. One of the reasons people invest is to save against the time incapacitation sets in. Other than death, one may be incapacitated by an illness or old age, which may degenerate into forced financial dependence. Adequate planning and management would prevent this.

Investments

Good management of your portfolio means a good investment and excellent yields. We manage your wealth for proper multiplication. It is one of the most straightforward jobs for us to do.

Estate Planning

A good plan for the future starts from the present. We will take adequate care of your estate planning according to your demands. We provide advice that yields excellent results and takes proper care of your estate.

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CALL TO SPEAK TO DIANE TODAY

(248) 983-1717

Our goal is to preserve your resources to avoid wasteful spending and guarantee lifetime financial insurance. Your portfolio is of esteemed importance to us and which we diversify for efficient holding and security. We employ technological tools in our modes of operations and involve strategic planning for scoring you a perfect estate plan.