Estate Planning

What if life insurance could equalize your estate amongst your children, provide liquidity to pay taxes at death , and transition your wealth tax free while you are still alive?

My family has lived on this farm for 70 years…with this barn full of memories.  Our Reasons WHY we plan for beyond…

Your Priorities

 

  • Protect your family

  • Protect your business.

  • Estate equalization.

  • Save taxes.

 

Your Challenges

 

  • Messy family dynamics
  • Will I  have to sell the farm/business to leave money to kids not involved in its future operation?
  • How will I fund my retirement?
  • How do I minimize taxes?
  • Who do I trust?

 

Our Solutions

 

  • Leveraging for Retirement
  • Charitable Gifting
  • Tax Mitigation
  • Wealth Transfer
  • Trusts