what we do
Estate Planning & Post Death Administration
Business Planning * Exit Planning
helps families and business owners make significant personal and professional life decisions. Ms. Umphrey calls upon over 10 years of experience in estate planning, post-death administration, business structuring and business exit planning to guide you through life’s most important choices.
Ms. Umphrey has been named a “Five Star Wealth Manager” by Five Star Professional. The Five Star Award is presented to only 7% of wealth managers with at least five years of experience in the financial services industry, and who are evaluated in the local market to score highest in client satisfaction.
Ms. Umphrey is a frequent lecturer for The Institute of Continuing Legal Education, Lorman Education Services, the National Business Institute and other organizations. The Detroit Legal News, the Oakland Legal Press and Bottom Line Business Publications have published or quoted her articles and she has appeared on the Business Reality Network.