burdensome estate tax liabilities,
an unnecessary, costly, and cumbersome probate process, and
an untimely or forced liquidation of assets.
You’ve worked too hard for anything to jeopardize your legacy.
We know that having a sense of financial wellbeing today relies on having a carefully constructed estate plan for the inevitable “tomorrow.”
That’s why, as seasoned estate planning consultants, we help those with a high net worth solidify an insurance-driven plan that helps mitigate risks and safeguards the people they care about—no matter what.
Here's what you can expect.
We take time to understand the intricacies of your circumstances and offer honest, forthright guidance to help you consider your options.
We work with your other financial and legal professionals to design a plan that thoroughly helps you achieve your goals. Once approved, we support all steps in the process to obtain the necessary coverage to fund your plan.
This is your plan, so we meet regularly to address ever-changing circumstances and review insurance policies used to fund your strategy.
Let's cover your bases.
Not quite ready to reach out?
Start with a free guide instead.
Guide: What You Should Know About Trusts & How They Fit Into Your Estate Plan
Understanding Trusts and Pros & Cons of Trusts
Guide: Enhancing Your Legacy with Wealth Transfer Strategies
Importance of Wealth Transfer and Summary of Wealth Transfer Tools