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<strong>PURPOSEFUL PLANNING</strong>



ESTATE & INSURANCE PLANNING


Estate planning is the process of accumulating, preserving and distributing assets to achieve the financial goals of people during their lifetimes, and to provide for their heirs according to the estate owner's wishes at death, while minimizing estate settlement costs. As such, estate planning is not a one-time event. Instead, it is an ongoing process during lifetime and after death.

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan.  Creating a flexible estate plan that can be tweaked with the ever changing tax environment (i.e., the SECURE ACT) is critical to ensure what you intended is enacted.  It is important to remember that estate plans are not just for the wealthy. 

Not having an estate plan IS having an estate plan THAT YOU DON'T CONTROL.

Insurance can be a vital component of your Estate Plan providing an often necessary tool to achieve your financial goals - financial protection for survivors, fund an inheritance or charitable gift, cover end of life expenses or estate taxes.

Insurance

Insurance

Unless you have enough assets to pay your final expenses, life insurance can cover personal debt, medical and funeral costs.  

  • Term Life
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Long-Term Care
  • Second to Die Policies
Estate Planning

Estate Planning

Successfully planning the transfer of wealth to loved ones or charities involves minimizing income and estate taxes and maximizing financial opportunities.

  • Estate Planning Solutions
  • Estate Transfer Solutions
  • Beneficiary Trusts
  • Liquidity
  • Return of Premium
  • Flexible Solutions
Financial Plan

Financial Plan

Collaboration with your trusted advisors - estate planning attorneys and accountants - to ensure your assets are properly organized and protected.

  • Regular Beneficiary Reviews
  • Testamentary Trusts
  • Beneficiary Trusts
  • Gifting
  • Power of Attorney
  • Trusted Contact

Have questions about Estate Planning or Insurance?

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