Estate Planning

I will look at your current life insurance; do you have too much or too little?

I can explore premium funding strategies to provide the coverage you need while minimizing your out of pocket commitment to this need. 

Do you have a will?

Do you have an advance directive?

Are trusts appropriate based on your objectives?

Will your estate need liquidity based on the configuration of your assets?

Are you charitably inclined?

Do your heirs have the necessary financial education to manage what they stand to receive?