Our practice has a specific focus on late career and retirement age clients who have accumulated wealth resulting in significant tax liabilities in their estates, and to beneficiaries.
We work to eliminate as much of these taxes as possible with creative planning strategies. Where elimination is not possible, efficient funding options are explored.
We work with clients' existing accounting and tax advisors to structure plans that will meet our clients’ goals and objectives.
Integration with existing planning and flexibility for future changes are key. Life insurance can be a powerful tool in one's future planning. However, we use life insurance in unconventional ways. Our clients are not in need of life insurance, but utilize it as an instrument for its unique characteristics providing exceptional results to various planning challenges.