Estate Planning Strategies

You’ve worked hard to provide for your family. It is equally important to ensure that your loved ones will benefit from those assets in the manner that you desire with the least implication from estate taxes.

Planning your legacy

We work with your trusted legal advisors & CPAs to design and provide the appropriate financial and insurance products to accomplish your estate planning goals.

Life Insurance Trusts for estate tax funding and liquidity.

Charitable Gifting Strategies

Private Placement Life Insurance (continue here)

Liquidity and Timing

Life Insurance proceeds guarantee a fungible estate for equitable disposition to your loved ones regardless of asset type and/or disproportionate values to be distributed.

Life Insurance is a valuable strategy which allows your estate assets to be maintained by family members or sold at a time of their choosing without an untimely or forced liquidation to fund estate taxes.