When requested, we can coordinate with your other professionals (attorney, CPA, insurance, etc.) to help your estate planning needs.  As your financial situation changes and evolves, we can remain available to revisit and update your estate and insurance plans accordingly. We strive to make this process as easy as possible for you.

Comprehensive estate and insurance planning can include:

• Integration of your insurance, estate planning, and investment management strategies
• Gifting strategies
• Recommendations for appropriate insurance coverage and competitive pricing analysis
• Trust utilization for tax benefits and asset protection goals
• Ongoing management of estate tax exposure consistent with your dispositive intent
• Assisting clients review their assets are properly titled and trust accounts are opened and properly funded
• Comparative analysis and recommendations in 529 Plans versus trust accounts