Insurance and Estate Analysis

Our estate planning, risk protection and wealth transfer strategies help protect and preserve wealth for clients during their lifetime and for generations to come.



Services include:

  • Business Planning: Document review, business and succession planning, corporate tax strategies, business overhead projections
  • Personal Estate Planning: Legal document and asset-ownership review, estate tax strategies, family estate planning (asset protection, charitable planning and gifting strategies)
  • Special Needs: Generation of "Life Care Projections" for special needs individuals (considering future residential, educational, employment, recreational, medical, therapeutic and other lifestyle needs)
  • Professional Collaboration: Tax and estate planning attorneys, special needs and elder care attorneys, accounting professionals
  • Insurance needs analyses

Other Practice Areas:

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This communication strictly intended for individuals residing in the states of AR,CA,CO,CT,DC,FL,GA,IN,MA,MD,NJ,NY,OH,OR,PA,PR,TN,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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