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Legacy Planning

We provide solutions to protect, leverage or transfer assets with continuity to the next generation if desired. Our Specialist are committed to making sure when you leave money behind in this life it will transfer to the benefactors as efficiently as possible.  Considering the tax ramification for your heirs’ legacy is important. There are several different strategies that can be implemented while you are alive to alleviate the tax burden on the transfer of wealth and lessen the cumulative tax.

Life insurance is important to have in place when others would be financially burdened upon our passing.  As independent brokers, we can find the most competitive rate and help determine a company that would have favorable underwriting.  Choosing the right amount, term and company to use is not as easy as commercials make it sound.  We walk our clients through the process every step of the way and represent them in a favorable light to an insurance company. 

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