Estate planning is essential because even if you don’t realize it, you have an estate. Your estate consists of everything you own: your car, home, real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. No matter how large or how modest, everyone has an estate and something in common—you cannot take it with you when you die.
- Experienced Advisors married to Sophisticated Tools and support teams to develop optimal estate protection and planning strategies
- Over 45 institutions competing for design, ratings, and value to your unique needs
- Estate protection, tax planning, and wealth transfer strategies
- Pension Maximization
- Executive Section 162 and like plans
- Special Needs estate planning for family beneficiaries
Get in touch with us today to make sure you and your family are protected!