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Insurance Services
We have you covered. Guarantees in life are few and far between, but insurance policies will be there for your loved ones.
Many individuals who own or are considering the purchase of a life insurance policy, have used an irrevocable life insurance trust to reduce estate taxes while providing for their loved ones. Properly structuring this type of trust requires sophisticated tax and estate planning expertise.
Whether it is preparing for the possibility of extended illness with long-term care insurance, making sure the business continues with buy-sell agreements, or just making sure the family is taken care of with wealth replacements plans, we are there every step of the way. While we do not sell insurance products, we partner with your existing insurance professional or bring one into the financial planning team.
If you are interested in further information about any of our services or how we can assist you, please call us today.
Services:
- Irrevocable Life Insurance Trusts (ILIT)
- Wealth Replacement Plans
- Second to Die Policies
- Long-Term Care Insurance
- Buy-Sell Agreements
Not FDIC Insured, May Lose Value, No Bank Guarantee