ESTATE PLANNING & BUSINESS SUCCESSION
Leave nothing to chance.
Protect the people you care about.
Whether considering your estate and your family or the future of your business, you can’t stand the thought of leaving anyone you care about vulnerable to unnecessary challenges or hardship.
As seasoned consultants with 60+ years of experience in estate and business solutions, we help our clients solidify insurance-driven plans that mitigate risks and protect the people they care about.
Most families of wealth are faced with an essential consideration—legacy preservation.
We'll help you design an estate plan that avoids probate, reduces or eliminates taxes due at death, protects your assets from potential creditors, and provides liquidity for your beneficiaries. In other words, our goal is to help you ensure what you have goes to who you want, when you want, and how you want.
Business Succession Planning
Many owners have poured themselves into developing and growing one of their most significant assets: their businesses.
We'll help you build a Business Succession Plan that provides an effective structure for your business to continue in the event of death, disability, or retirement of a shareholder.
Allow us to introduce ourselves.
For decades, our founders have been protecting hundreds of families from paying millions more than they need to in estate taxes while also helping to facilitate business transfers through three generations.
Not sure where to start?