ESTATE PLANNING

Protect what you've earned.

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Have you considered everything?

As someone who has devoted a significant portion of your life to building and accumulating assets, you want to preserve your legacy. But, a lot can get in the way:

burdensome estate tax liabilities,
an unnecessary, costly, and cumbersome probate process, and
an untimely or forced liquidation of assets.

At LoVasco, we believe:

You’ve worked too hard for anything to jeopardize your legacy.

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We can help.

We know that having peace of mind today relies on having a carefully constructed estate plan for the inevitable “tomorrow.”
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That’s why, as seasoned estate planning consultants, we help those with a high net worth solidify an insurance-driven plan that mitigates risks and protects the people they care about—no matter what.

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Our Team

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Our family has been associated with Gene LoVasco and his team for over 30 years. We have always had the best experience.

Connie Ahee

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Here's what you can expect.

For more than 60 years, our founders have been protecting hundreds of families from paying millions more than they need to in estate taxes.

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We start by identifying your goals and objectives.

We take time to understand the intricacies of your circumstances and offer honest, forthright guidance to help you consider your options.

Then, we deliver collaborative and comprehensive recommendations.

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.

So, you can stop worrying about the “what ifs” and enjoy life in the present.

This is your plan, so we meet regularly to address ever-changing circumstances and review insurance policies used to fund your strategy.

Eliminate uncertainties.

Having peace of mind today relies on having a comprehensive estate plan for the inevitable “tomorrow.”

Let's cover your bases.

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Not sure where to start?

Guide: Why Your Life Insurance Needs Periodic Reviews

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Estate and business solutions that mitigate risks and protect the people you care about.

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About Insights Careers

LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.