The Advanced Planning Team comprised of two estate planning attorneys and a tax specialist are focused on enhancing the advisors planning when working with high net-worth individuals to properly integrate life insurance and other product offerings into an overall estate, business or financial plan design. We have the capacity to develop and customize solutions on a case-by-case basis.
The Team can assist in some of the following areas through your PSF contact:
- Legal and Tax Questions
- Trust Reviews and Other documents
- Business Transition Planning
- Overall design consultation and where insurance can play a role
- Estate Tax Analysis
- Charitable and other advanced planning techniques
- Ownership or Business Sale Transitions
- Business Valuations
- Collaboration with the client’s other trusted legal and tax advisors