A True Planning Partner—Not Just a Product Provider
We’re not attorneys—and we don’t try to be. Instead, we work closely with estate planning and elder law attorneys, helping you build a cohesive plan keeping you in control of your assets.
Protect income, leave a tax-free legacy
Insurance selection and funding of an irrevocable life insurance trust (ILIT)
Assistance in funding revocable or irrevocable trusts
Coordinating guaranteed interest rates for trust-owned annuities
Funding of a Special Needs Trust for individuals with disabilities
Strategizing asset transfers to Medicaid Asset Protection trusts