Estate and successions solutions to keep your company and your family prepared.
Life insurance has always been a cornerstone for any estate, charitable, succession, and wealth transfer plan. Recent developments in the industry and changes in the tax code have created heightened interest in the latest concepts and strategies using life insurance as a planning tool. Our approach includes utilizing these concepts to solve issues facing the affluent and the business owner.
These estate and succession planning concepts have all been proven to bring increased capabilities and value to a well-designed life insurance portfolio:
View video highlights from the panel discussion at the 2013 Succession Strategies for Privately Held Businesses event, hosted by Crain's Cleveland Business.