Estate Planning Services
The transfer of assets from one generation to another is one of life’s hardest tasks; it involves legal, financial, and emotional stress. Early discussion and proper planning can reduce the impact of the loss of a loved one.
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We're here for you and ready to listen. We wish to craft a policy that will serve you very well for many years to come, even against unforeseen circumstances. Call our 24/7 hotline or start a chat with us during normal business hours.
Frequently Asked Questions
What is estate planning?
Estate planning is the act of preparing for the transfer of the insured’s wealth and assets after his or her death.
What role does life insurance play in estate planning?
Life insurance can play an important role in an estate plan because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can pay expenses such as estate tax and keep other assets intact.
Is estate planning tax-deductible?
Estate planning fees are not tax-deductible. To find out more, book a free consultation with us today!
Can I get life insurance with estate planning?
You absolutely can. It may enhance the amount of money you can pass on to your beneficiaries and provide a ready source of cash for their financial responsibilities.
How does estate planning work?
Estate planning expresses the insured’s intentions for burial and to whom he or she wishes to pass money and property to when he or she dies. We can advise you further during your free consultation. Book one today!
What is an insurance trust for estate planning?
An insurance trust can be used as part of a larger estate plan for your beneficiaries. We can advise you further on this and the other benefits during your free consultation. Book one today!
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With many years in the insurance business and proudly serving the residents and businesses and farms of the Tri-State area, we bring experience, reliability, professionalism, and personal care to a timeless profession.
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