Estate Planning

We can help you and your clients’ attorneys by identifying and providing permanent insurance strategies which can transfer wealth seamlessly and usually tax-free, bypassing probate and passing inherited funds easily into family members’ hands during a time of confusion and grief.

Transferring wealth to heirs or favorite charities in the simplest and most tax-advantaged manner possible is the goal of many clients. Don’t leave them on their own or send them elsewhere to figure this out; we can help.

Estate planning is critical to helping keep families protected from lengthy, public proceedings as well as probate court costs. A good estate plan spells out your clients’ final wishes and helps reduce potential hard feelings between siblings or family members/heirs. Estate planning documents also provide health care directives and powers of attorney should your clients become incapacitated.