WE HELP YOU HAVE THE HARD CONVERSATIONS AND
PLAN THE FUTURE OF YOUR FAMILY’S WEALTH WITH CONFIDENCE.
Can you confidently check all the boxes below?
- I’ve communicated my wealth philosophy to my children and know they understand and respect my wishes.
- I know without a doubt that my kids will use their inheritance in a way that aligns with our family’s values.
- I’m confident my wealth will be transferred from one generation to the next with minimal disruptions.
- I know my insurance will take care of all my family’s needs if I get sick or die.
- I’m comfortable with the amount of tax that will be paid by my estate instead of being given to my family & community.
- My estate is up-to-date:
- I have a will that takes into account my family’s current structure and covers all of my valuable possessions and monetary wealth.
- I have a responsible power of attorney.
- The right people are aware of how to handle the health of my aging parents should I die before them.
- I’ve chosen a competent, well-informed executor and/or trustee and we’re both aware of exactly what their role
The fact is, these questions are just the beginning of ensuring your estate and legacy plan is going to serve your family’s best interests and give you peace of mind.
find the plan that’s right for you
We have a package for every stage of your estate & legacy planning process.
INSURANCE ADVICE |
ESTATE DRESS REHEARSAL |
LEGACY TRANSITION PLAN |
Easy to understand advice for choosing the right insurance products to take care of your family. You get guidance on:
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Run through actual scenarios to find gaps and deficiencies in your estate plan. You get guidance on:
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Get complete clarity on your family’s wealth philosophy and ensure it lives on long after you’re gone. You get the Estate Dress Rehearsal PLUS guidance on:
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Fees: None to you. Insurance carrier pays a commission, which we can disclose to you. |
Fees: Flat fee based on complexity |
Fees: Flat fee based on complexity |