Estate Planning

When it comes to estate planning, our goal is to help you accumulate and conserve assets to enhance financial wellbeing during your lifetime and beyond.

We have the expertise to recommend funding vehicles to provide for tax minimization as well as adequate income and liquidity to make the most of your assets. For example, life insurance can provide the flexibility and tax advantages you need to protect your family, while disability and long term care ensure you will be taken care of should you be unable to do so yourself.

Ensuring Your Legacy

Some 70% of first generation, family-owned businesses never make it to the second generation simply because they lack a business succession plan. We have the expertise necessary to assist in the development of strategies that will allow you to transfer business interests to family members, key employees or third parties. Our succession services include deferred compensation, generation skipping transfers, limited liability companies and buy-sell agreements, to name a few.  By minimizing the effect of estate, inheritance and gift taxes we can put a plan in place that will ensure the viability of your business and provide financial security for future generations.

To learn more about protecting what you’ve worked so hard to build, contact us.




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