ESTATE PLANNING SERVICES

Effective estate planning is a constantly evolving process involving setting up trusts, drafting wills, and selecting life insurance policies. Our team collaborates with your estate planning advisors to conduct a thorough analysis of your financial portfolio and devise a strategic plan that meets your unique needs. With our expert guidance, you can rest assured your estate is in good hands.

SPLIT DOLLAR​

Split-dollar insurance aids estate planning by dividing life insurance costs and benefits, enhancing wealth transfer.

PREMIUM FINANCING​

Premium financing facilitates paying life insurance premiums in estate planning through loans, keeping personal assets.

CHARITABLE PLANNING​

Charitable planning in estates enhances tax optimization, supporting meaningful philanthropic contributions.

INTER-GENERATIONAL PLANNING​

Inter-generational planning ensures wealth is moved across multiple generations, protecting family assets.

MINIMAL GIFTING SOLUTIONS​

Minimal gifting solutions in estate planning facilitate the transfer of wealth using, strategic gifting as a tax strategy.

TRUSTOWNED PLANNING​

Trust-owned planning utilizes trusts to own and manage assets, enhancing control and protection.

SPLIT DOLLAR​

Split-dollar insurance aids estate planning by dividing life insurance costs and benefits, enhancing wealth transfer.

PREMIUM FINANCING​

Premium financing facilitates paying life insurance premiums in estate planning through loans, keeping personal assets.

CHARITABLE PLANNING​

Charitable planning in estates enhances tax optimization, supporting meaningful philanthropic contributions.

INTER-GENERATIONAL PLANNING​

Inter-generational planning ensures wealth is moved across multiple generations, protecting family assets.

MINIMAL GIFTING SOLUTIONS​

Minimal gifting solutions in estate planning facilitate the transfer of wealth using, strategic gifting as a tax strategy.

TRUSTOWNED PLANNING​

Trust-owned planning utilizes trusts to own and manage assets, enhancing control and protection.

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