Transferring Family Wealth: The Estate Plan

Our clients benefit from creative design of trust owned life insurance strategies for either a:

    • Hedge – a cost effective way to help ensure completion of other estate planning strategies that need time to be successful.
    • Asset Class – an asset designed to deliver income estate and gift tax free dollars to fund estate tax whenever estate tax is due.

We work with our clients’ professional advisors as a team to make sure that the strategies we design are coordinated with their overall estate plan.