“Know what you own, and know why you own it.” – Peter Lynch

Your Life,
Your Legacy

A well-designed estate plan relieves enormous burdens on you, as well as your heirs. Your goals for preserving and transferring wealth need to take into account the demands of your current life situation and the potentially large tax implications that go along with inheritance.

Our accredited estate planners will help you through the estate planning maze that none of us are really prepared to navigate. Years of experience with estate planning in general, and business succession planning in particular, will give you the needed tools and confidence that we are managing the complexities of your estate.

Client-Valued Services
Financial Planning Executive Benefits Executive Bonus Plans Key Person Protection Plans ILITs, LLCs, FLPs Trusts, Split Dollar, corporate funds, etc. Life Insurance Mortgage Protection Family Protection Income Replacement Plans Disability Income Disability Buy-Out protection plans Long Term Care Insurance


Successful Succession

In particular, business owners come to us with concerns about preserving wealth for the next generation. We fully understand the intricacies of building estate plans so that your business stays in the family and isn’t hobbled by a significant cost you didn’t anticipate. We comprehend the challenges and alternative solutions available to assure that your assets go to the right people or organizations without placing a huge tax consequence on your heirs.

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