Estate Planning

We are committed to working with our clients to help them determine their long-term personal financial goals. In addition we work with our clients in structuring their estate assets with a goal of minimizing tax liabilities and maximizing value to future generations. Our professional team will work with your attorney and accountant to develop a plan of action and legal documentation. We will coordinate all of this with your insurance contracts to provide a sound workable plan. Periodically, we will review your plan to see if we are moving towards accomplishing your long-term objectives.

Our goal is to assure our clients that all prudent steps have been taken to reduce their tax liabilities and to create the most effective means to help finance whatever tax liabilities remain.

Financial Planning

Because your objectives are personal and complex, we will work closely with your tax and legal advisors to identify specific needs and to develop an integrated plan just for you. As our client we hope you will benefit from a number of important relationships. After years of sophisticated insurance planning, we have developed associations with tax attorneys - specialists in their field - who are now part of our personal network of advisors. In the ever-changing world of tax law, access to these specialists helps us provide comprehensive services to our clients.

Since your business figures prominently in your net worth, we provide navigation in the complexities of estate planning and the successful transfer of your business and personal wealth to successive generations. For your corporation, we establish management compensation plans to help ensure adequate security and funding to support corporate promises.