Wealth Protection

Wealth Protection

A sound wealth protection and transfer plan is a necessity to preserve what you have worked a lifetime to build for your family, charities, and business successors. We work closely with your attorneys, accountants, and diverse tax resources to help you minimize your tax burden and manage the risk and impact that your financial decisions could have on your beneficiaries.

Let us help you preserve your wealth and protect your legacy through:

Estate Planning & Tax Strategies

  • Will preparation and probate assistance
  • Ensuring sufficient liquidity
  • Determining how assets are owned and distributed
  • Transfer of your business or partnership
  • Trust consultation
  • Estate tax, gift tax, and generational transfer tax planning

Life Insurance

Determining what type and how much life insurance you need is an integral part of your financial plan. We can analyze your current life, disability, or long-term insurance coverage in relation to your goals, age, and objectives. We then follow up by recommending policies from A+ rated insurance carriers to ensure you’re getting the proper coverage you need.