Wealth Preservation & Estate Distribution Planning

In the Wealth Preservation and Estate Planning segment of our services, we provide guidance to Clients who wish to:

  • Minimize the potential Federal Estate Tax levied upon their estate
  • Organize the passing of assets to:
    • Children
    • Grandchildren
    • Relatives
    • Special Needs Persons
    • Religious Institutions
    • Other
  • Arrange for the protection of Heir’s assets from the claims of others
  • Arrange educational trusts
  • Provide liquidity to the Estate or Individuals through Life Insurance
  • Provide tax free cash to pay the cost of Long Term Care at home or in a facility through Long Term Care insurance

Contact us for more information.