Preserve Your Legacy

How to protect your personal wealth is one of the most important decisions you’ll ever make. When it comes to financial security for you and your family, pre-packaged solutions just aren’t good enough. You need a thoughtful and thorough approach to estate planning that merges your personal, financial and philanthropic goals. And it needs to be flexible, because life is anything but predictable.

But before we create your tailored, tax-efficient plan, we listen. What do you want to accomplish and by when? Who’s most important to you? How much risk can you handle emotionally and financially? It’s a deeply personal – and extremely discreet – conversation that results in the best strategy for you.

Part of that strategy may be life insurance, which is way more than a liquid asset your heirs can use to pay taxes. We'll help you decide how much to put toward a life insurance premium and how life insurance can be used to fund other gifts. Our membership organization PartnersFinancial, is made up of elite insurance professionals who can help ensure you get the solution that works best for you from a top carrier.

Asset Repositioning

You’ve worked hard to be successful and to make sure you can enjoy retirement. But is your legacy set up so that it won’t leave your heirs struggling with hefty estate taxes? We can look at your portfolio and suggest ways to reposition assets that can help the people you care about keep more of the inheritance you left them.


Do you want to increase your death benefit amount? Already used up or don’t want to use your lifetime gift tax exemptions or your gift tax annual exclusions? You might just want to be able to use your cash instead of tying it up in insurance premiums. We can take a look at a variety of financing strategies that will get you the coverage you want with the flexibility you need.

Leveraged Gifting

Want to turn your lifetime gifts into an even smarter wealth transfer strategy for you and your beneficiaries? You can leverage those gifts when you buy life insurance — effectively reducing the size of your taxable estate and the corresponding estate taxes. We’ll work with you to decide if leveraged gifting could benefit your estate planning strategy.


Maximize your legacy by minimizing the potential for estate and gift taxes through a trust. A trust also helps keep your assets from being stuck in probate — and your heirs from having to deal with the related costs, delay and publicity. We can take a detailed look at your specific situation to find or create the type of trust that works best for you.

Charitable Planning

Have a cause that’s near and dear to your heart? Now’s the time to think about leaving a charitable gift to your favorite nonprofit. Not only do you get to support something you believe in, you could avoid higher taxes on income, capital gains and dividends. We can work with you to craft a charitable planning strategy that’s a win-win.


Our membership organization PartnersFinancial is made up of elite insurance professionals who can help ensure you get the solution that works best for you. As part of PartnersFinancial, they’re able to bring you a higher level of service and a tremendous breadth of products and expertise. And that’s just the beginning. Their long-term relationships with top life insurance companies, as well as their access to product intelligence, innovative technology and underwriting experts who know how to get things done, mean they’re in prime position to negotiate the best possible offer for your specific case. Hands-on, personalized support every step of the way is just the icing on the cake.

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