Estate Planning/Wealth Preservation

An estate is the product of many years of effort and should be guarded by a strategic estate plan. The investment of time and talent made while accumulating assets makes it imperative that those assets be directed according to your wishes. Due to constant fluctuation in tax and estate laws, periodic review of your estate plan is essential. We can help compile a comprehensive plan for the preservation of your executives' assets.

  • Estate analysis
  • Estate tax funding
  • Survivorship life insurance
  • Wealth accumulation strategies
  • Wealth transfer techniques - gifting