Bite-Sized Bits of Knowledge

Life insurance in estate planning

Life insurance is important for income replacement, business buy-outs and succession and tax planning. There are many types of policies and a lot of minutiae that makes everyone but lawyers crazy (even the lawyers too). Understanding how they work is important. More important than that is finding the right financial advisor to help guide you through the journey to arrive at the right plan that meets your goals. Still more important is to work with an advisor who works with your estate planning attorney (us) and your CPA to ensure that everyone’s on the same page for you. We call it the trifecta of representation.

Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.

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