Estate Planning

A well designed estate plan can serve to address the many financial concerns of a client.

If implemented properly, the plan will protect a client’s accumulated wealth and provide for its effective transfer in the manner so desired.

The initial stage involves interviewing clients to gain a clear understanding of their long-term goals and desires.  Based on this information, multiple strategies will be evaluated with the client’s existing advisors.

The ultimate goal is to provide clients and their family with a solution that achieves all of their objectives and maintains the flexibility to be modified as the client’s situation changes.

Our clients generally use life insurance to achieve the following objectives:

  • Charitable Requests
  • Tax Advantaged Asset Accumulation
  • Asset Protection
  • Business Continuation
  • Settlement of Estate Taxes
  • Family Wealth Transfer