Succession Planning

We can help you navigate through the process of estate and business succession planning.  We will learn about your goals and priorities and help connect you with the resources that can help you make decisions about your estate. 

If you own a business, we can assist you in planning for ownership transfer.  Our marketing representatives and network of independent estate planning attorneys, will help ensure that your existing documents meet your changing needs.

Long Range Planning Options and Goals

Buy-Sell Agreements
Business Valuation Study
Term or Universal Life Insurance Products
Long-Term Disability Insurance Products
Wills and Trusts
Irrevocable Life Insurance Trusts
Second-to-Die Policies