Our expert advice in estate planning and insurance will help you identify and deal with important issues regarding succession planning for both your family and your business.
Insurance
Insurance plays an integral role in protecting you, your family, and your business. A well-planned strategy protects what’s important to you. Our office has extensive experience in the sale and review of the following insurances:
Life
- Term life insurance
- Permanent life insurance
Disability
- Income replacement
- Overhead expense
- Lump sum disability buy-out
- Critical Illness
Business
- Key person protection
- Business continuation
- Creditor life insurance
- Funding for buy/sell agreements
