You have worked very hard over the years to accumulate considerable wealth. Without proper estate planning, your estate could shrink considerably as a result of taxes and other wealth transfer costs. Although, estate taxes and probate expenses are a reality, by effective estate planning, you can drastically reduce them and pass on your legacy to future generations.

Appropriate Estate Planning Solution customized to your wealth planning needs will ensure that:

• You preserve the asset values in your estate
• Your estate will be distributed to your heirs efficiently and economically
• You will considerably reduce transfer taxes and expenses
• Your assets will be managed competently if you become disabled
• You leverage lifetime gifts and make maximum use of your available tax exemptions

With the power and leverage of our premium financing strategies, we create innovative liquidity solutions and structures to utilize unique tax advantages and arbitrage techniques. These strategies have proven very effective and valuable for purposes of Wealth Preservation and Estate Planning; Asset Protection; Charitable and Legacy Planning and Executive Retirement Plans.