ESTATE PLANNING & BUSINESS SUCCESSION

Leave nothing to chance.

What are you thinking about today?
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Looking for supplemental disability & life insurance for executives?
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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.

Where shall we start?
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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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Estate Planning

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.

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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.

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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?

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.
©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.