Insurance & Estate Planning
Working with individuals and business owners alike, we understand the importance of protecting what you’ve worked hard for. We help answer questions regarding:
- Will my family be provided for if something happens to me in the event of death or disability?
- Do I need a power of attorney?
- Is a trust right for me?
- What does “probate estate” mean?
- How will my business continue if I’m not here to run it?
We work with a team of tax and legal advisors to ensure that the plan we develop for you meets your needs. Our discussions may include these topics:
- Individual Insurance (Life / Disability / Long Term Care Insurance)
- Charitable Planning
- Trust Consultation
- Family-Owned Business Planning
- Business Succession Planning
- Business Overhead – Life/Disability Insurance
- Key Employee – Life/Disability Insurance
- Buy/Sell Agreement funded with Life/Disability Insurance
After a careful analysis of your goals and objectives, and insurance is part of the plan, we can help you obtain the coverage that meets your needs, choosing among insurance programs from many of the nation’s leading providers.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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