Estate & Insurance Planning

Protect Your Financial Legacy.

We analyze and provide recommendations to protect, preserve, and transfer your wealth. Often great savers have enough assets for their goals but not adequate protection in place to protect against risks such as death, disability, or lawsuits.

Proper planning to support your goals:

✓ Full estate document review

✓ Avoid probate & maintain privacy

✓ Collaboration with attorneys

✓ Review current coverage

✓ Reduce insurance costs

✓ Implement insurance changes in-house

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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