ESTATE PLANNING

Protect what you've earned.

A woman holding a laptop in her hand, showing it to his coworker, both of them standing in front of the office window.
3 woman, coworkers sitting in a conference room, sharing ideas.

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.

We can help.

We know that having peace of mind 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 mitigates risks and protects the people they care about—no matter what.

Three coworkers in an office stand in front of the window and look at an iPad screen
Our family has been associated with Gene LoVasco and his team for over 30 years. We have always had the best experience.

Connie Ahee

An office desk with laptops, coffees, notebooks and plants on it.

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.

1

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.

2

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.

3

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.

A family of grandparent, parents and a child walking happily in a meadow.
Are you a business owner?
Explore other popular LoVasco services.

Not sure where to start?

Guide: Why Your Life Insurance Needs Periodic Reviews

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Background image of people sitting at an office table in front of a laptop, looking at it and discussing
Estate and business solutions that mitigate risks and protect the people you care about.
©2022 LoVasco. All rights reserved. Created by Agency Boon.
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.